I have a client who mistakenly made only a partial payment of an invoice they received - they have now paid the outstanding balance. How do I log these two payments against the one invoice?
Thanks
Hello @alexr
View the invoice > Log Payment enter the first payments details > Save (like in the example below)
Repeat for the second payment
If you’re tagging transactions from a bank feed then you want payment from a customer → pay down multiple invoices. Enter the customer name and you’ll get a list of all their outstanding invoices for any amount, not just the ones that exactly match the payment, and you can assign the part payments appropriately.
Despite the name, this option is the one to use for any situation where the amount you received from the customer is anything other than the full value of a single invoice. Partial payments against one invoice, a single payment covering several invoices in one go, a pre-payment where you haven’t yet sent them an invoice, etc. etc.
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