Why if I have posted payments to customer accounts do they show up as zero if not allocated to an invoice? Is there no way to post a payment before an invoice is raised?
Hi Lorraine,
If you record a Money Received transaction with the Type field set to 'General Payment', Solar Accounts thinks that the customer received the goods or services on the same day they made the payment, so it does not change the customer balance.
To record a customer payment on account, create a Credit Note with the Account field set to 'Cheque Account' and the VAT Treatment set to 'Out of Scope'. Later, you can allocate the credit note to an outstanding invoice as described here:
http://www.solaraccounts.co.uk/help/how-to-allocate-a-credit-note.php
Regards,
