Multiple invoices to PO

[charliewest]

I don’t know if someone has posted this yet, but I can’t work out what to search for, so hopefully someone can help.

I have always processed invoices by emailing them to the receipt hub and then creating a purchaseand allocating, it all worked well, as it was mainly me dealing with everything. This is changing, so we want to move to a system of create a PO, and then convert to an invoice and allocate a payment to it.

The problem is that one of our suppliers will invoice as parts are dispatched, so there are multiple invoices per PO, and these may be months or even over a year apart. I have just paid them some money which is for multiple invoices, but can’t work out how to break this payment down into part payments of multiple invoices. I have tried:

-Allocate the entire payment on account to the supplier, but you can only pay in full from the balance, so that didn’t work.
-Log a payment from the current account, but that adds a transaction, which doesn’t tally with the total amount transferred, if i delete the total amount transferred and try to add individual payments to the value of the transfer, the bank feed re-adds it.

I would rather not go down the route of multiple bank transfers, although that may be the only option. I would like to make part payments of the converted PO so that I can track how much of it has been paid and delivered.

Can anyone suggest a way of doing this? Thanks

[QFSteve]

Hello @charliewest

At present you can only create 1 invoice from a purchase order.

I have just paid them some money which is for multiple invoices, but can’t work out how to break this payment down into part payments of multiple invoices.

You could use a merchant account to split the payment

Example Payment = £1000 4x£250 payments

• Set up a new merchant bank in the banking screen (“Holding account”)
• Tag the payment as a bank transfer to the new account (£1000)
• Create the relevant invoices and pay them using the contra account (or create the payments and create the invoices from them) (4x£250)

When they are all paid the “Holding Account” balance will be zero.

[charliewest]

Hi Steve,

thanks very much, that works really well, I think I may set up a few more credit accounts like that,

Charlie