Receive 1 Payment for group invoices

1

Hi

I receive payments as 1 payment from HQ with multiple invoices.

Is there a way I can go to receive payments and then type in the invoice number without knowing which customer it is. Because on the statement I get I only have invoices numbers with the amount of each invoice.

1 Like
2

That’s not possible, you will have to search invoices and obtain customer names.

3

image
I did it.

4

Hi

So it is not possible to search for the invoice first without te customer?

5

You can search in the invoice tab but not in the receipt entry form.

6

How did you manage that?

7
  • Yep, that sounds sensible.
  • Doing it in a separate window would be most efficient.
  • Then in the receipt window enter customer then invoice number

If there is a high volume an alternative is

  • Use an external database / spreadsheet to create a cvs file
  • Use batch create to import the payment allocated to the relevant invoices
2 Likes
8

Did you search te invoice first?

9

Confirmed Invoice number first, then select from invoices list.
(before clear my receivable i work out how many invoices payment i have received by 1 received out of total receivable from this customer.)