CA306000 Process Bank Transactions with Credit Memos and Invoices that use Pay by Line, last Invoice and the payment remain Open
Date: 23/03/2026
Status: Awaiting Fix
Reference: ADV-76697
Issue
The Pay by Line feature is active. When a payment is entered from Process Bank Transactions using the Match to Invoices tab and is fully matched to invoices/credits the resulting receipt is left with an unapplied or available balance and an Open status. We have found this is the case when invoices are selected before credit memos or when invoices and credit memos are selected randomly. When the Credit Memos are selected/matched before the invoices, this doesn’t seem to be a problem
Workaround
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Match or select credit memos before selecting invoices
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Manually apply the available balance of payment to the invoice
- Void or re-enter the receipt from the Payment and Applications screen