Problem: How to offset advances automatically?
Solution: Make settings in the system or document.
1. To offset advances automatically, choose settings in Administration > Settings > Money:
This setting defines how the advances should be offset against any debts during document posting:
- Yes: Automatically by the application on the document saving.
- No: Manually by users.
- Ask: The application will prompt you to choose between the manual and automatic offsetting of advances.
Settings will be applied to all documents.
2. Make settings for each document separately in Settings:
To make offsetting of the advance payments to invoices automatic, under the Offset Advances for Invoices Automatically heading, select Yes and then click Keep Choice.
If you choose Yes in settings, then payments will appear in Offsets of the document automatically:
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