How to set default account for "credit to" in purchase invoice

mattchu · June 12, 2020, 6:08pm

Hi, how do I set a default account for credit to so that when creating a new purchase invoice I don’t have to keep setting the account to credit to?

chabito79 · June 13, 2020, 1:57am

The most straightforward way to do it would be through the company settings… just set the default account payables account and these will be fetched automatically.

You can also set it as Per your supplier basis.

Regards

mattchu · June 13, 2020, 2:49am

Hi, thanks for the reply. I have already set the default account payables account in the company settings, however, when creating a new purchase invoice it still keeps prompting me for the credit to account. I have made sure to refresh my browser and restart bench

michelle · June 13, 2020, 3:44am

Hello,

Go to the Supplier master and link the payable account as shown below.

Next, create a new Purchase Invoice and select the supplier the account should then be fetched automatically.

Hope this helps.

mattchu · June 13, 2020, 4:35am

Thanks for the reply. Yes it works!