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NSC | Can the System Automatically Create Customer Payments and Apply it to Open Invoices?
If you are reconciling your bank transactions and noticed that there are specific bank lines with customer payments that were not recorded in NetSuite, there are two ways that the system can automatically create these transactions. Here's how:
- Using the Automated Cash Application
Important Notes:
- There should be an exact match for the Customer Name, Customer ID, and Invoice number/s
- Customer Mapping Rule must be set
- When matching using Invoice amounts, keep in mind that discounts are not considered.
- The amounts should be in the same currency
Learn more about it by reading through this article: Automated Cash Application
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