Hi there! Thank you for your question. To handle payments across parent and child customer invoices in Sage Intacct, you'll want to adjust your settings a bit. Here's what you can do: Head over to "Accounts Receivable" and click on "Setup," then "Configuration." Look for the "Enable Functionality" section and make sure to check the box next to "Enable Single Payments for Multiple Customers." And save your changes. Once you've done that: Go back to the "Receive Payments" section. You should now see the option to apply payments to both parent and child customer invoices. Hope this helps streamline things for you!
Thank you for the video! How do I apply the payment from the parent customer to invoices of its children?
Hi there! Thank you for your question. To handle payments across parent and child customer invoices in Sage Intacct, you'll want to adjust your settings a bit. Here's what you can do:
Head over to "Accounts Receivable" and click on "Setup," then "Configuration."
Look for the "Enable Functionality" section and make sure to check the box next to "Enable Single Payments for Multiple Customers." And save your changes.
Once you've done that:
Go back to the "Receive Payments" section.
You should now see the option to apply payments to both parent and child customer invoices.
Hope this helps streamline things for you!
Thanks a lot, @@BangertInc ! This is super helpful.
Our pleasure, @nalinnarayan! We're happy to hear we were able to assist.😊