You may find sometimes that you have received payment for multiple invoices from a customer; this can be recorded as one payment to save you having to pay each one manually.
How to record the payment
This can be done by going to Invoices> New Batch Payment, where you will then be asked for.
- Date – The day you received the payment on
- Comment – This is the comment shown in the bank area, you may have a reference number you want to enter.
- Account – You will need to select which bank account it was paid into
- Method – This is how you received the payment.
Once you have filled in this information you then have a list of invoices you can pay. You can also filter this by customer by searching in the dropdown menu. The default for this is set to All Customers.
You can then mark an invoice as paid by putting a tick in the box and then pressing Save. The Invoices will be marked as paid, and the batch payment will show as one entry in the bank.
If any of the payment is for part payment of invoices, you can also amend the payment amount on the right hand side for each of the relevant invoices. There will be one entry in the bank, and a partial payment applied to the invoices.