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We have several customers that prepay a portion of their order.  We need to be able to attach the payment to the sales order so it follows along the process but the payment doesn't show up in the banking module until the order is converted to an invoice and posted.  This creates issues when reconciling the bank account.

These orders are for custom product and often aren't invoiced for a couple of months and this is causing difficulty for us.
asked Apr 17 in Customer by Michelle | 95 views
Hi,

Apologies for the confusion. We understand how this is going to be an inconvenience for you. Though, payment attached or created inside a Sales Order will not be posted unless the Sales Invoice is posted. Unposted receipt will still not show in the Banking Module for reconciliation. Unlike before that credit card payment was just authorized, the changes we have in CB 18.2 was that the system is allowing credit card payment to be captured already whilst on a Sales Order stage. Thank you for understanding.
So we lost the ability to do this with 18.2? How should we work around CB to accomplish our business?
What we added in 18.2 was the ability to charge the credit card in the sales order (previously all we allowed was authorizations).

How should we work around CB to accomplish our business? Customers prepay us with a wire and we record that... how? Some way that updates their balance on a sales order. What is that way? 

1 Answer

0 votes
Which version are you in? In the latest versions you can post a "prepayment" in the sales order screens...
answered Apr 17 by cbadmin (3,200 points)
Yes you can post the payment in the sales order screen.  But it doesn't show up in the banking module until the order is invoiced and posted.
We made a change to the way that the customer prepayments work in version 18 based off customer suggestions. Are you in 18 or a earlier version?
version 18.1.6555
I think we added it in 18.2, but I will ask someone from support to check for sure and post...
Do you have an answer yet?

What we added in 18.2 was the ability to charge the credit card in the sales order (previously all we allowed was authorizations).

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