Tag multiple payment from customer

[Mudasar]

Hi,

A customer have paid one invoice with 2 payments. the total amount for the invoice is 110. The customer paid 100 by mistake and paid 10 again after realising this mistake.

After getting both payments into QuickFile via Open Bank Feed, I cant tag them as no invoice is matched. How can link both of these payments to the invoice?

Thanks

Mudasar

[ian_roberts]

When you tag as “payment from a customer” if there’s no exact match you have the option to “pay down multiple invoices” - despite the name this option will also work for part payments towards a single invoice, essentially it covers all situations where the payment amount is not exactly one single invoice total.

When you pay down multiple invoices and enter the client name, you will see a list of all their outstanding invoices and you can apply the payment to the appropriate one. If the payment doesn’t cover the whole invoice it’ll end up as part paid, then do the same with the second payment to settle the difference.

[Mudasar]

Thanks a lot. That worked.

Mudasar