Allocate a bank receipt to multiple client invoices

[sy8111]

Hi, can I allocate a bank receipt to multiple client invoices?

I have client A & B, and £500 and £700 invoices. Agent sent me £1200, how can I split them and allocate to A B?

[QFBeth]

Hi @sy8111,

Yes you can, on the bank transaction if you click the tag button and select payment from customer.

you can then chose to pay down multiple invoices.

Hope this helps

[sy8111]

I tried this feature, but seems it only allows me to choose one client. If I choose client A, the bank transaction is tagged to A’s invoice of £500, the rest £700 I can’t allocate to B.

[Paul_Courtier]

You need to use a new bank account. Create a money in for 500 and 700 tag each to their respective invoices. Then create a money out for 1200 and tag it as a transfer to your main bank account. Matching it to the money in transactuon

[QFBeth]

@sy8111,

Apologies, they have to be for the same client for this to work. If they are separate clients you can either use @Paul_Courtier’s method or just create two separate bank transactions manually and remove the one that has been pulled through automatically