Customer has several invoices but makes one payment

[mark123]

I have recently started using the bank feed and manually tagging all the payments.

I have one customer who has 3 offices and I have to create an invoice for each one. However he makes on payment for all 3 invoices. How can I tag this so it clears from my bank feed?

[QFSteve]

Hello @mark123

You can use a merchant account for this.

• Set up a new (Holding) bank account.
• Tag the payment as a transfer to the new account.
• Open each invoice and log the payments to the holding account.

Once all 3 are logged as paid the balance on the holding account should be nil.

[ian_roberts]

If all three invoices for the three sites are to the same “client” in QuickFile then you can simply choose payment from a customer, pay down multiple invoices, enter the client name, then it’ll give you a list of all that client’s unpaid invoices and you can choose all three to pay with the single payment.

If each site is a separate QuickFile client then the holding account is the way to go.