Managely – How to automatically apply credits, unapplied cash, or payment

Managely gives users the ability to auto-apply credits, the cash sitting on accounts or payments automatically. 

 Users can enable by going into the Setup -> Company -> System Defaults.  

The setting that needs to be turned to yes is 'Auto Apply Payments/Credits*'.  

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By turning on this setting (switch/toggle to yes), unlocked payments and credits will automatically apply to invoices generated from the following processes: RMR Invoice Generation.  

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