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Allow payments to be allocated to more than one invoice.

  • Andrea
  • Jan 10 2017
  • Already exists
  • Jan 10, 2017

    Admin Response

    Hi Andrea, This feature is already available within the Bank Feeds system. When a transaction has been imported, it can then be matched to more than one payment in the system if required. If you need any further help please contact our support team. Many thanks
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  • Andrea commented
    January 10, 2017 09:22

    I had emailed support before adding it and they said it is not currently possible. I was allocating PayPal payments and not bank payments though, but even for bank payments it seems to only allow one invoice to be chosen.

  • Robert Thorne commented
    July 17, 2017 09:54

    Many clients do not like the direct bank feed and we import the bank via csv.

    Where several invoices are cleared by a single payment or receipt the matching of this is laborious. I either have to go through invoices one at a time and apply a credit (it would also be useful if this showed the full credit and as well as the amount left to allocate as where there are several identification becomes tricky) or if I allocate two I can then go to edit and can batch process, but have to remember to manually adjust the second amount otherwise too much is allocated to that invoice.

    What is needed is the ability to click a payment and receipt, click allocate to invoices and then get to the batch payment process.

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