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Splitting Customer Payments
Splitting Customer Payments
Updated over 9 months ago

You can split a customer payment and apply it to invoices belonging to other customers.

  • First select the invoice and amount you need to apply a portion to

  • Next step will be to search for invoices belonging to other customers to apply that payment to.

  • Select All Customers from the dropdown on the Applied Invoices tab.

  • Once you select an invoice belonging to another customer, a new payment form will open. Complete the information and click Create

  • Post the payment

Select the invoice you would like to apply this payment to and it will open a new payment form with the customer populated. Check the details and Create.

The original payment balance will adjust.

New payment created

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