Offsets, update e.g. after conversion.

We can't always match 100% if there is a big difference between invoicing and payments, for example. We get no information about which items are offset. We have created a number of helpful tools. So we recommend the following.

1. In the company details, set "Automatic Equalization" to "Always"
2. Then find the customer(s) one at a time under Debtor / Debtor
3. Tap on "Open Records"
4. Tap "Reopen All"
5. Tap on "Automatic equalization"
6. Tap on "Update"
7. Then set "Automatic Equalization" in the company details back to "Matcher"

Then it usually falls into place. If something is still wrong, it must be corrected manually Note: Credit notes from C5 are given the type "Payment" - for automatic clearing to work optimally, you must manually clear credit notes with matching invoices BEFORE automatically clearing the rest.