I’ve created multiple invoices. How do I mark them as paid and list the cash received?
There are a few ways.
1.) You can go to “Bank Accounts” tab and when categorizing new receipt, select account called “Accounts receivable”, then select an invoice
2.) Go to “Invoices” tab, view invoice you’ve received money for and bellow the invoice print-out, you will see section to receive money
These are the two most common ways. Usually you pick what suits your workflow.
Is there a way to apply a payment not to a particular invoice but rather to the total balance for a customer ?
No, but I’m planning to support this at some point. When you create a customer, you will be able to select whether you want invoice-level matching or customer-level matching. Right now only invoice-level matching is supported.
Thanks, We will keep on eye on that.