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Customer Payment: Is it possible to remove or disable the “Auto Apply” button
Hi Everyone,
We want to ensure that customer payments are only applied according to the customer’s remittance advice.
Currently, the “Auto Apply” button on the customer payment form allows users to apply payments automatically, which sometimes causes misapplications and reconciliation issues.
Is there a way to:
- Remove or disable the "Auto Apply" button globally for all users?
- Or at least restrict its use based on role or form customization?
If anyone has achieved this through form customizations, scripting, or workflows, I would appreciate your suggestions or best practices.
Thank you!
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