Assigning a cashflow to an invoice

Core TSIs : Cashflow : Working with Cashflow : Assigning a cashflow to an invoice

You can add cashflow and immediately assign the entire amount to an invoice.

Procedure

1. Go to Cash flows > All cash flow.

2. Create cashflow (cash in or cash out). .

For more information, see Adding cashflow

3. While creating cashflow, fill in the Invoice field before saving it. For a description of this field, see Invoice cashflow assignment - fields.

4. Click Save after filling the other relevant fields.

Now you have assigned the whole cashflow amount to an invoice. If you go to Details > Cash flow assignments, you can see that an assignment is created for the full cashflow amount on the invoice to which it was assigned.