we have a bulk payment for multiple clients
eg total payment is 10k paying 6 invoices
3 payments for client A
3 payments for client B
how do we allocate this using bank feed?
Hi @Arcsal,
I get that you need to allocate a bulk payment to multiple clients. To do this using the bank feed, you can follow the solution provided by @srequip2020. Also, check out this thread for a similar situation. For more details, take a look at this Help article: Matching a bank feed to multiple transactions.
Feel free to get in touch if you need more help.
Cheers,
Princess
Is this a payment you have received?
If so go into Sales/Receive Payments/receipt the individual amounts to each client.
Then go into Bank feeds, right click on the transaction and select hide.
Click on reconcile and the transactions will be unticked, if you tick these and close out of the screen it will reset your bank feed.
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