Payment for multiple invoices

[Vistaro]

I have a customer who has finally paid over 70 invoices in one payment, I’ve tried to tag this as “payment to supplier” but the screen only shows approx 25 of the invoices outstanding (all are present on the customer statement screen) how can I allocate the payment against all the invoices rather than juts the 25 showing and leaving the rest as unallocated payments on accout?

Thanks all

[QFSteve]

Hello @Vistaro

The easiest way would be to use a holding account.

• Pay off all the invoices using the holding account

e.g. 70 invoices of £100

• Post a transfer between the holding account and your bank

e.g. £7000 transferred to bank

The holding account balance should be nil once they are all paid

Note, if the payment was showing on your bank already from a bank feed etc delete it to avoid duplication

[Bagpipe]

I believe that when tagging multiple invoices paid from one customer to your bank, there is a little refresh button which says “show more invoices”. You can click this any number of times to pull in more invoices.

[Vistaro]

That would be perfect unfortunatley I don;t seem to ahve the refresh button @QFSupport can you help?

Thanks

[QFSteve]

Hello @Vistaro

Just to clarify you are going into Tag a payment, >Payment from Customer > Pay down multiple invoices or assign to a client account > selecting the account

This is the option @Bagpipe was referring to

This screen initially shows 20 lines, if you keep clicking the option more will be displayed (I tested up to 110 lines)

The only down side to doing it this way is there is not a select all option so in your case you will have to click in all 70 boxes to make your selection.

[Vistaro]

Perfect, so, the bit I missed was that as you scroll down through the invoices the option to “show more” dissappears, the “learn” is to “show more” BEFORE you start ticking.

Thanks all