One Payment for Multiple Invoices but client has paid too much

[bigfootnetworks]

Hi There

We have a client who has sent us a lump sum for a number of invoices… Some of which are in the process of being collected by Direct Debit.

Is there a way I can allocate the money to the actual invoices they should have paid and leave the rest as credit on there account?

Thanks

[Parker1090]

When the payment comes into the bank (whether this is your current account or the virtual GoCardless account), you can click ‘Tag Me!’, select payment from client, and pay multiple invoices.

Follow the instructions, paying what’s left, and then simply select the option to leave the remaining balance on their account

[Glenn]

Also have a look at a previous post by @Parker1090. This method also allows you to leave a remainder on the client account. The method works for sales and purchase invoices.

http://community.quickfile.co.uk/t/how-to-tag-two-invoices-to-one-bank-payment/6585/2

[bigfootnetworks]

Thank you to you both…
I will try this now…