Right. Didn't see the On Account flag. Thanks.
We've received a check from a customer with no invoice or even sales order to apply to yet. And we don't want to return it either but apply it to a future invoice. How would you enter this into Epicor?
Invoice Payment requires an Invoice.
Deposit Payment requires an Order.
Miscellaneous Payment doesn't support a customer.
Invoice Payment doesn’t require an invoice if you don’t know what it is or the customer hasn’t referenced one.
Mike
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, May 21, 2014 1:36 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Unapplied Cash
We've received a check from a customer with no invoice or even sales order to apply to yet. And we don't want to return it either but apply it to a future invoice. How would you enter this into Epicor?
Invoice Payment requires an Invoice.
Deposit Payment requires an Order.
Miscellaneous Payment doesn't support a customer.
You can enter this Payment without invoice Payment. The Payment is automatic setup as “On Accountâ€.
Later on , you can use Apply Credit Memo functionality in order to apply this “On Account Payment†to an invoice.
Stelios
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, May 21, 2014 11:42 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Unapplied Cash
Invoice Payment doesn’t require an invoice if you don’t know what it is or the customer hasn’t referenced one.
Mike
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, May 21, 2014 1:36 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Unapplied Cash
We've received a check from a customer with no invoice or even sales order to apply to yet. And we don't want to return it either but apply it to a future invoice. How would you enter this into Epicor?
Invoice Payment requires an Invoice.
Deposit Payment requires an Order.
Miscellaneous Payment doesn't support a customer.
[Non-text portions of this message have been removed]
Later on , you can use Apply Credit Memo functionality in order to apply this “On Account Payment†to an invoice.
Stelios
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, May 21, 2014 11:42 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Unapplied Cash
Invoice Payment doesn’t require an invoice if you don’t know what it is or the customer hasn’t referenced one.
Mike
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, May 21, 2014 1:36 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Unapplied Cash
We've received a check from a customer with no invoice or even sales order to apply to yet. And we don't want to return it either but apply it to a future invoice. How would you enter this into Epicor?
Invoice Payment requires an Invoice.
Deposit Payment requires an Order.
Miscellaneous Payment doesn't support a customer.
[Non-text portions of this message have been removed]