Hi, I have a particular client with multiple ltd companies and for whatever reason, they sometimes make an amalgamated payment for more than one of their companies. Is it possible to tag their payment to 2 separate sales accounts?
The best way to do this is via a holding account.
Set up a new merchant bank account in your banking screen (“Holding Account”)
- Pay off the invoices using the new holding account
- Transfer the balance of the holding account to your current account and tag as a bank transfer
If you have a bank feed set up
- Delete the original payment they made in your current account so you do not double up on the values