thank you for the response. I did look in the guides for that info, and was on that particular guide, but I clearly just missed seeing that particular paragraph. And while poking around in the Payment form, the invoice selection option doesn’t appear until you’ve choose the Accounts Payable account, so I wasn’t seeing it there either.
So it’s doable, either by letting it automatically apply the payment to oldest invoices first (logically most likely scenario), or choosing them one-at-a-time by adding a line and adding each invoice.
Two issues there for my situation/use (design bug and suggestion).
First, the Invoice field is not wide enough for the data being displayed - the Invoice number and the description. They wrap 2-3 lines for each item in the list, very hard to read. I had the window open full screen, and 1/3 of the width of that form window was still available but no used. That’s more of a bug or design spacing issue I guess (dynamic widths maybe?)
Second, for more than 5 invoices, this could be done faster by adding a list below with checkboxes to use to indicate which to pay. invoices would be easier to identify (more space), quicker to select, and it would be a more visual way to verify that a bill is assigned to the correct vendor. I also use this feature to reconcile a credit card statement while paying it - I can verify I have all the entries accounted for during the process. This is more of a suggestion, certainly not a bug, but would definitely be an improvement.
It would also be nice to know what invoices would actually be getting paid if no invoices are manually selected, so a list below could be updated with checkmarks when a payment amount is entered, and in the case where a payment might not fully cover an invoice, indicate which invoice will be getting the partial payment.
In my case, I might have 20-50 purchases for a month, but might only be applying a partial payment, and want to indicate just certain items are being paid off at that time (more for logical reasons than accounting purposes).
screenshot of the invoice pulldown and an example of the invoice checkbox list attached:
I’m actually not a fan of how QB sorts the invoices to be paid by Due Date (makes it hard to work backwards to find missing or wrongly assigned invoices), but it does make it quick to reconcile a statement, choose which ones to pay, and create the payment in one shot.
Thanks again for help me out