Ability to split bank payments from bank feed to partly pay multiple customer invoices
I am using the bank feed to load my bank transactions. As I am in property rental some of my tenants rent is paid by Housing Benefit every 4 weeks. If I invoice for £100 per week every week and HB only pay £360 to cover 4 weeks rent at £90 per week I am not able to split payment. To make things worse HB make payments for 3 or 4 tenants at a time. Thanks Chris
Hi Chris,
I see what you mean. Let me raise this with our development team as a possible change to the matching rules and see if we can build this in the near future.
Hi Kashflow
I have found out how to do this myself.
Use bank feed to download transactions.
Click to match payment.
Select any 2 invoices to pay regardless of amount.
You can then edit the amount paid
Match all other invoices until you get to account total even if they are part payment of an invoice.
Guest
0
Acknowledged
Yes tried that. It works if full payment is made.
I won't allow a part payment of an invoice.
Attachments Open full size
Hi Kashflow
I have found out how to do this myself.
Use bank feed to download transactions.
Click to match payment.
Select any 2 invoices to pay regardless of amount.
You can then edit the amount paid
Match all other invoices until you get to account total even if they are part payment of an invoice.
Attachments Open full size