Advance > Invoice matching

[Lee Savidge]

If a customer makes an advance payment. At a later date an AP invoice comes in for which the advance is for... is there a way for the advance to automatically to link to this invoice? It is not uncommon that you would know the invoice number ahead of time unless you have automatic invoice numbers.

The reason I ask is that in Sage 300, if you populate some prepayment invoice numbers on the advance, when the invoice comes in with that invoice number, it automatically links the advance to the invoice without any user interaction.

I have an integration that creates payments for invoices where it finds the invoice, but if it doesn't it creates an advance. There could be hundreds of advances that needmanual linking to invoices once the invoices come in, and I'm trying to find a way to reduce the user workload.

Any thoughts anyone?

[Sterio, Louis]

Lee, the only solution that comes to mind is to populate a custom field on the payment object, and use the same value in a custom field on the corresponding invoice when it arrives. While this wouldn’t trigger any native functionality to automatically apply the advance to the invoice, you could create custom automation that matches the payment to the invoice based on this shared custom field value.

[Lee Savidge]

Thanks @Sterio, Louis I thought this might be the approach as I couldn't see anything in there that allows for these values to be prepopulated for later linking.