A new Offset button has been added to the Debtors Posting screen, providing users with a faster and more efficient way to manage complex customer payments.

 

Functionality:

•Allows users to take a single cash receipt, credit note or on-account amount and offset it against other credits and debits on the customer’s account.

•Ideal for scenarios where a customer makes a payment while also utilising multiple credit notes or overpayments.

•Simplifies the process by removing the need to:

•Apply the payment to invoices first, and then;

•Individually select and apply each credit note or on-account amount.

 

This enhancement helps reduce manual steps and improves the efficiency of high-volume debtor reconciliation tasks.

 

 

Please refer to Debtors Posting for more information.