Payment match to invoice

[Berice]

Good day

Can you please help me with Pastel Express. If I capture a payment in the Cash Book and I enter at the end of the line, the screen with all the invoices due does not appear. So I cannot match the payment then with an invoice. What setting must I have to ensure that the screen with the invoices for that supplier will appear?

Thanking you

[Neville Bailey]

You have probably created the customer account as a Balance Forward account instead of an Open Item account. You can confirm that by opening the account and going to the Processing tab.

Although it is possible to convert an account from Balance Forward to Open Item, it is not a simple and clean process, as your existing outstanding invoices will not appear as individual Open Item transactions - only new invoices will.