Skip to main content
May 7, 2019 11:44 AM UTC
Solved

How can I allocate one payment that has come through on the bank feed from one company but has to go to different customers(main company has 3 small totally separate)

Original commenter did not share additional details
TaliaIAnswer
May 7, 2019 2:08 PM UTC

You can do this by selecting 'find match' when clicking on the transaction - this should bring up a list of all open invoices within a specific date range (you can change this if the invoices fall outside of this). You can then tick all invoices that apply to the payment.

 

Thanks,

 

Talia

3 replies

May 7, 2019 1:28 PM UTC


Hello nina-richards,

 

Welcome to the Community - thank you for your question!

 

Does this payment relate to specific invoices? Or just deposits to the customers?

 

Thanks,

 

Talia

 

May 7, 2019 1:47 PM UTC

I have sorted out all the invoices that this payment can be allocated to, just two separate companies, 5 invoices from one and 3 from another.

TaliaIAnswer
May 7, 2019 2:08 PM UTC

You can do this by selecting 'find match' when clicking on the transaction - this should bring up a list of all open invoices within a specific date range (you can change this if the invoices fall outside of this). You can then tick all invoices that apply to the payment.

 

Thanks,

 

Talia