Client payment options box

Feature Request
1

Hi Glenn

I was wondering if it would be possible to split the right hand side grey box into two different boxes/options?
I ask because, i have clients who i issue invoices to for different sub-clients.They need invoices to be addressed to the sub-clients lets say A LTD, B LTD, C LTD, but when they make payment, they tend to use a single bank account from X LTD.
I think i have raised this issue in the past where i have asked if a single payment received could be allocated to different clients. I am not sure where we go to with that.

This is a similar request but with a suggestion that if we split the right hand side grey box into:

  1. Assign to a client account
  2. Pay down multiple outstanding invoices.

In option 2, the box picks up list of outstanding invoices from Outstanding invoices page under sales.
This list is not limited to one single client as its the case right now.

If its not a big issue to implement this, then i feel that it will solve the problem of receiving single payments from multiple clients/suppliers

Your thoughts on this will be very much appreciated.
Best regards
Sameera

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2

This would not be possible due to some fundamental ways in which the core accounting system in QuickFile works. It wouldn’t be possible to have one payment split across two client/supplier records, not without significant redesign.

Splitting single bank entries across multiple clients/suppliers requires either the bank entry to be split or to post to a holding bank account to then divvy it up.

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3

Thanks Glenn, i recall this now.

i might look into invoicing one client X LTD as care off and add A, B or C LTD in the address - OR
Divide the payment in the bank account as you say.

Thanks

4

A holding account is the best way to handle this while still keeping your QuickFile view of your bank statement exactly in sync with the bank’s view. I have a “mixed payments” merchant account which I use in situations like this, marking the payment from the current account as a transfer to mixed payments and then logging individual payments against the invoices from the mixed payments account to balance it up.

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