Auto apply cash receipts


1 comment

  • Rebecca Ralls

    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)

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