Notice on Explain Bank Import Screen where Customer has Credit on Account
Idea suggested by Chris Curtis 6 years ago
It would be very helpful if there was a notice on the explain payments screen when the customer has an unallocated payment/credit.
Even if it is a simple 'This customer has unreconciled cash/credit on account!'
It would save so much time when trying to figure out what a customer is paying and you cannot get their payments to balance because you do not realise they have used a credit.