Calc Invoices to Pay?

Bill Campbell bill at celestial.com
Tue Mar 4 12:48:40 PST 2008


I publish a policy that payments are applied to the oldest invoice first
unless the customer specifies otherwise.

The accounting software I wrote (not FilePro) gives the user the option of
applying payments to individual invoices where the user enters the
individual invoice numbers, or to apply automatically.

When the user selects automatic application, it then applies the amount
paid to all open invoices oldest first, then displays a list of
applications *INCLUDING* open invoices that had no applications.  The user
can then scroll through that list, deleting any applications as needed, and
applying payments to others.  This process automatically brings forward
open items, payments or invoices, with credit balances which effectively
increase the amount of the payment.

Personally I always use the automatic application, then make any
adjustments necessary as it's far easier than entering individual invoice
numbers, and in the vast majority of cases no action is required.

Bill
--
INTERNET:   bill at celestial.com  Bill Campbell; Celestial Software LLC
URL: http://www.celestial.com/  PO Box 820; 6641 E. Mercer Way
FAX:            (206) 232-9186  Mercer Island, WA 98040-0820; (206) 236-1676

Early in life I had noticed that no event is ever correctly reported
in a newspaper. -- George Orwell


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