Auto apply cash receipts

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Steven Swallow

• April 12, 2021 15:47

We are just getting set up on Accounting Seed.  Is there a way to automatically apply cash receipts to the oldest invoice?

 

Thanks,

Steve Swallow

United Theological Seminary

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  Rebecca Ralls

  • April 13, 2021 06:12

  Hi Steve,

  There is nothing out of the box, but an admin who knows their way around flow can build a flow to find the oldest open billing and apply the cash receipt to it. If you need help setting it up, I work with the finance and accounting team at Coastal Cloud, and we'd be happy to help you out.  You can reach me there at rebecca.ralls(at)coastalcloud.us.

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