User creates a customer payment record by applying an invoice and a journal. But after saving it, the payment record is not visible. This is because, when applying a journal entry to an invoice, a customer payment record is not created if the journal entry amount matches the invoice amount. In this case, the invoice… Continue reading Invoice Linked to Journal Entry, But Payment Record Missing
Tag: customer payment import
Can credits and journals also be applied using the customer payment import?
As per checking, the ability to apply journal entries (credits) via csv import is still an enhancement logged under Issue 216783 Setup > Import/Export > Import CSV Records > Customer Payments > Ability to map Credits sublist data. For now, we can only apply credits from journals to invoices via UI (Customer Payment). One work… Continue reading Can credits and journals also be applied using the customer payment import?