SageForum for UK versions of Sage 50- Help and support.

I posted one receipt from a customer as payment on account, at this time I was unsure about the invoice against which this payment was made.
Now my manager has told me that this payment was made against the first invoice. Please help me out how can I relate this payment on account against the outstanding invoice.
The invoice and payment on account, both are already posted.
I am using SAGE 50 V17.0.15.208

Enter a receipt, for the customer.

Pay the payment on account in full, pay the invoice in full, the net amount of the receipt will be 0.00

Save and the Job is done

This is ok that the receivable balance will be nil but the payment is not attached to the invoice. In our kind of business where sometimes there are a lot of transactions with a customer, we need to track any payment was made against which invoice or what invoices are still due to be paid. Even sometimes it happens that some new invoice is paid and old invoice is still pending for payment. So, its vital for us to allocate any payment on account to the relevant invoice even if both are already posted.
So now tell me if its possible in SAGE 50?

The payment is linked to the item you match it against.

I suggest you try this out, perhaps in the demo data and see how it works.

The Zero payment transaction does not get created, just a link between the Payment on account and the invoice it is matched against.