We have 2 transactions on our bank feed that we need to apply to one invoice. How do we do that?
separately, we anticipate having to apply receipt of funds from one payment (eftpos settlement) to multiple invoices. How would we do that?
I found this too - if i tried to search invoice numbers and allocate it kept deleting the previous allocation but if i list all invoices and select multiple without searching it allows me to allocated one payment to various invoices.
I just put my invoices into number order and find them that way hope that helps
Thank you.
are you allocating multiple invoices to one receipt on the bank statement? If so, do you mind provide the steps more specifically?
the other issue I have is to allocate multiple payments on the bank feed to one invoice.
Hi acj
To match mutiple invoices to one bank transaction click on the expand arrow>>Match transaction>>select the invoices included in the payment>>Save:
To match a part payment to an invoice click on the expand arrow>>Match transaction and select the invoice the payment applies to>>Save. The Match amount field will be prefilled with the bank transaction amount:
Repeat the above steps for the second bank feed transaction. The Description field will now display the invoice total and the Total field is the amount owing:
Please let me know if you need further help.
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