Invoice versus Balance Options

Here's an example of how the Select Invoices form selects transactions for receipts based on whether the Invoice or Balance option is selected.

Two customers exist with these outstanding balances:

Customer 1 - total amount outstanding = $1700.00:

Invoice 1: $500.00

Invoice 2: $400.00

Invoice 3: $800.00

Customer 2 - total amount outstanding = $900.00:

Invoice 1: $600.00

Invoice 2: $300.00

The Maximum amount to pay is set to $1000.00

• If the Balance option is selected, the process only selects Customer 2 for receipting, as the total balance outstanding is less than $1000.00 (whereas the total balance outstanding for Customer 1 exceeds $1000.00).
• If the Invoice option is selected, the process selects Customer 1, Invoices 1 and 2, for receipting, and it selects Customer 2, Invoices 1 and 2. Both customers will pay $900.00 in this example.

• Select Invoices