Woosage Invoice Matching

Woosage has always matched the website customer payments to sales invoices in Sage, when the invoice has been created by Woosage. However, when the invoice has been created from a sales order the payment created when the invoice is posted is a payment on the customer account, which must be manually allocated to the invoice.

There is now a feature to match the payments to invoices created when a sales order is despatched and this is explained below.

The feature is available from plugin release 3.1.2 and service release 3.2.1.

Setting

The feature is enabled in Woosage50>Settings>Payments by setting Match payment to invoice when created from sales order to YES

Process

1. Woosage will create the sales order in Sage as normal and will mark the payment as on-account (SA).
   
2. On each Orders cycle Woosage will check for sales orders that have been despatched and for which invoices have been created and will change the payment to allocated to invoice (SR).
   
3. When the invoice is posted in Sage (Update Ledgers) the payment transaction will be created using the bank nominal code and reference in the payment tab of the invoice.
   

Important - currently Woosage will only do this if the invoice has not been posted. We are looking at adding the functionality to allocate the payment on account to the invoice in a future release.

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