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Status Acknowledged
Product IRIS KashFlow
Categories Invoicing & Quotes
Created by Guest
Created on Jan 10, 2017

Auto Assign

We issue monthly invoices for the same value to multi clients. Auto-assign always matches to the most recent invoice, whereas it is the earliest invoice that a client is always going to pay first. Thus with auto credit control, they get an email about the older invoice, when in fact they know they have paid it. It would be more sensible for the auto assign to allocate to oldest invoice first, rather than newest.
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