Overpayment - Ability to set allocation date
Set Overpayment Allocation Date:
Currently we are not allowed to change the date when an overpayment is applied to an invoice. It is allocated to the issue date of the invoice.
The inability to change the date when allocating the overpayment to an invoice is causing problems where payments are now being applied to a closed sales tax period, which in turn causes the need for sales tax amendments and additional report filing.
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Thanks for sharing the reasons why this is important to your. Heidi. While we don't have any immediate plans for this we'll start to get a sense of the interest here and let you know if there's any news.