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- It is necessary to change debt from one customer to another
- Allocate advance payment of one customer order to another customer order of the same customer
For example, match offset Accounts Receivable and Advances Received from the previous period in the current year:
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1. Create a Mutual Settlement document (Accounting > Service Tools > Mutual Settlements):
2. Fill in Customer and Customer Recipient:
3. In At the Accounts Receivable tab use the button Pick for choosing a document, double-click on the document, then press OK:
4. In At Payee Attributes Tab tab, specify the Contract, Document, and Amount of Settlement:
NOTE If a Document is bases on some Customer Order or Purchase Order, then a field Order is obligatory.
5. Accounts Amount and Accounting Amount in the Accounts Receivable Tab and Amount of Settlements and Accounting Amount in the Payee Attributes Tab should be matchedmatch:
6. As the Mutual Settlement document is posted, the corresponding record is created and documents are settled:
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