Specifying which invoice to apply a payment to?

Bo Baggett

In Webview, is there a way to specify which invoice to apply a payment to? At the moment, it looks like all AR invoices for a Client are lumped together in one balance and all payments are applied to that balance. Also, the Client AR Overview seems to only count fully open invoices. Partially paid invoices do not show as open. Is this going to be fixed in Webview?

Nikki Baldwin

@Bo Baggett, we're still actively rolling out a lot of the functionality in the Accounts Receivable module and do plan to have feature parity in webview for the features you're mentioning like the application rules and actual application, along with the correct open statuses. Thanks for sharing your early feedback!