RE: Add filter apply to invoice sublist for Installment Due Date

When we create a new customer payment where a customer has open installments with due dates we are unable to figure out which field we can use to filter down the installment due date.

If we use the Due Date/Receive by field, this field contains the original invoice due date and not the respective installments due date.

Is there a specific field I’m missing?

 

Chance Fry Rookie Asked on October 15, 2019 in Accounting.
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1 Answers

Typically, one would have a Sales Order for the total amount/overall order and then each installment would be a separate invoice to the customer with a specific due date based on the billing schedule or due date set on the invoice manually.  Under this scenario you should be able to easily filter by the due date.  I’m not totally clear from your question exactly how you’re handling things in your account.  Maybe you’re only creating one invoice (not really much you can do in that case)? Or maybe you’re just letting the due date default from the sales order on each invoice (in which case you need to go edit all the due dates on the invoices)?

Beginner Answered on March 5, 2020.
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