Automatic payment application moved from one record to another - when entering new invoices or charges

When entering a new invoice or charge, a payment may already be applied to one invoice or charge, but the payment then shifts to a newer invoice or charge, leaving the older invoice or charge unpaid.
We are currently evaluating this issue and will update this article when we have more information.

Steps to Duplicate

1. Records > Clients > Open the Activity tab
2. Note that there are older invoices that were once paid but the existing payments are now auto applied to newer charges or invoices


 Financial Edge

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