Process Receipts Thru Lockbox to create claims only for non-invoice-related payments? — Cloud Customer Connect
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Process Receipts Thru Lockbox to create claims only for non-invoice-related payments?

Summary:

Is it possible to create claims ONLY for non-invoice related payments through lockbox? The customer does not want a claim for every invoice that is short paid, they would rather create a claim investigation for the balance due once all receipts have been applied. Is this possible through lockbox, or would we have to manually create the claim investigation in this case?

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