Hi, Wondering how to match/allocate a payment in Bank Feeds to a customer who has mulitple accounts. When i match to pay bill, it shows a finance charge for the remaining payment balance.
Eg. Payment --$1000
Same Customer A - Area1 $500
Same Customer A - Area2 $250
Same Customer A- Area3- $250
Thanks
Hi Sandra24,
Welcome to the Community Forum and thank you for your post. I apologize for the delayed response.
I understand you're experiencing some challenges with matching multiple payments to your bank feeds. Based on my understanding, you can streamline this process by routing the payments through the electronic clearing account and then processing an electronic payment from there. I suggest going through the article 'Making Electronic Payments Directly' for a more comprehensive understanding of how electronic payments are managed in the application.
Please feel free to reach out if you need any further assistance. We're here to help.
Thanks,
Genreve
