What is the ‘correct’ procedure to allocate a customer payment across multiple invoices?
I’m using CashAccounts/ReceiveMoney selecting Accounts Receivable as account, then selecting Customer from dropdown.
When I dropdown the Invoice field, outstanding invoices are there, but no values?
Additionally, once I’ve selected an invoice, no value populates the Amount field ??
That has been raised by others an a possible inhancement
You have to enter a value under unit price field as the amount may only be a part payment
To pay multiple invoices without doing individual allocation do this:
Cash Accounts - Receive Money - select Accounts Receivable under Account - select Customer from dropdown and the enter total amount under unit price field.
Manager will allocate against oldest invoice first, then next oldest etc.
Thanks Brucanna - that’s a little disappointing. I’ve only just started using Manager and have found generally the functionality very good (although my current needs are quite simplistic) - so I’m surprised that something
so basic is not there (I thought I was doing something wrong !!).
Yeah - but 99% of the time it is not.
I hear what you’re saying, but this doesn’t suit my work flow at all - there are many times when older invoices are not paid due to a million different reasons.
My only other major gripe is not being able to ‘untick’ or edit Recurring Sales Invoices prior to committing them to actual invoiced status:-
I need to edit every Recurring Invoice for both comments & values, and it’s a pain having to go off & find them to edit after they’ve been committed.
All in all a pretty slick piece of software however 
@Monman, for every user who wishes for more information on the input screens, there are 3 or 4 who complain about screen width and having to scroll to see or input data. For every company whose customers tend to pay invoices in full, there are others whose customers frequently make partial payments. And the reason you can’t edit a recurring invoice before committing to invoiced status is that the full invoice doesn’t exist yet. Sequential numbers are assigned only when the invoice is created to prevent duplication by multiple users of the server or cloud editions.
When you’ve got tens of thousands of users in dozens of cultures with different practices using several different operating systems both locally and remotely, it’s tough to meet everyone’s demands for their idea of a perfect workflow. With a little patience, I think you will see steady improvement and streamlining of the application. That has been the trend for several years.
And if you think there is another accounting application whose developers are as responsive to feedback as Manager’s, let us know which one that is. Meanwhile, welcome to the Manager community.
