New settings about account credit and unapplied payments are now available in Advanced Payment Manager. You can configure whether to apply account credit, unapplied credit memos, or unapplied payments to invoices during payment runs.
The settings are in the 'Credit and Unapplied Payment Rules' page section. Depending on whether Invoice Settlement is enabled on your tenant, the available settings are different.
- If Invoice Settlement is not enabled on your tenant, you'll see the following setting.
- If Invoice Settlement is enabled on your tenant, you'll see the following settings.
For details, see Set Up the Advanced Payment Manager Feature.