Hello!

We sometimes get payments from customers referencing a quote number that has not yet been converted to an order.

Ideally upon receipt our AR Specialist will contact the quoting department to have them convert the quote to an order, but that can't always happen right away when the AR Specialist is posting the day's payments.

Would it be possible for any payments posted against a quote number to flow through to be applied to the invoice number when converted?

Right now we have to do a JE to apply the payment after the quote is converted.

Thanks!