Previously, a record could not be applied to another record if either one was unposted. However, Accounting Seed now provides the ability to apply a Cash Receipt or a Credit Memo to a Billing even if any of the records are unposted.
This information might be helpful to keep in mind when you perform tasks such as the following:
- Create a Billing from an Opportunity
- Create a Billing from an Expense Report
- Create a Billing from a Sales Order
- Create a Billing from a Work Order
- Create or Clone a Billing
- Perform Customer Returns
- Receive and Apply Cash
To maintain system integrity, some applicable restrictions are relevant when applying an unposted Cash Receipt or unposted Credit Memo to a Billing. Use the table below to learn about the restrictions.
|Restrictions on a ...||Description|
|Cash Receipt||When a Cash Receipt is applied to a Billing, and either one is unposted, the following restrictions apply:
|Credit Memo||When a Credit Memo is applied to a Billing, and either one is unposted, the following restrictions apply: