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EmilyCaroline
September 30, 2021
Question

Splitting an invoice into 2 customers

  • September 30, 2021
  • 1 reply
  • 0 views

Hi hope you can help! A broker sent an invoice to a client for a fee to be paid. The fee came into the bank under 3 separate payments, each with a different description (company name).

 

I want to receive the payment as they are split in the bank so I don't have an issue when reconciling. I have created customers, sub customers of the original company. but I cannot find a way to allocate them when I receive part payments on the original invoice. 

 

Is the only way to have 3 separate invoices for each of the payments? Or is there another way?

 

Thanks for your time!

 

Emily

1 reply

E
EmmaM
September 30, 2021

Hi Emily, If the customers are sub customers under bill with parent (then it will update the sub and the parent overall customer as paid) then you can receive payment one, then in banking, it should find a match, receive payment two, and then again it should find a match and the remainder should bring up a match automatically. To find a match in banking you just click on the line of the transaction and then click on find a match and it should locate any open balance equal to or less than the amount received in the bank. That would be the way to do it, if you need the sub customers to show otherwise you could just have one invoice and follow the same process manually allocating the first 2 payments using receive payment and matching after and then auto matching the final one. Hope that is clear.  Any questions on that let us know.

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