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