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.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
Hi Tracey,
I've tried to follow your steps to match partial payments to a single invoice.
When I click on the expand arrow next to one of the bank transactions > Match transaction >and select the invoice which the payment applies to, the 'Match amount ($)' is automatically filled as the total invoice amount and cannot be changed (see photo attached).
Do you know how I can fix this or why this invoice isn't capable of being paid in two bank transactions?
Thanks
Jacob
Can you click on the purple reference no and send me a screenshot of that transaction, it looks like it might be a payment transaction not an open invoice. Can you also tell me the amount of the bank feed transaction?
