When a customer makes one payment to cover several invoices within a specific period, you can use the allocate the Receipt Balance across multiple invoices.
Step 1: Enable multiple invoice payment type
Go to Company Settings.
In the Basic Settings section, scroll down to Customer Invoice Settings.
In the Receipt Payment Type option, select Multiple Invoices instead of Single Invoice.
Once enabled, you’ll be able to create a single receipt and apply it to several invoices at once.
Step 2: Receive Payment
Before creating a receipt, you can review the customer’s outstanding invoice balance in the Accounts Receivable Report.
To receive payment:
Go to Receivable Account, click New Receipt.
Select the customer name and enter the payment amount.
Click save once completed to generate the payment receipt.
Step 3: Allocate Payment to multiple Invoices
In the receipt page, click the Allocate Balance button at the top right corner.
Enter the amount you want to allocate for each invoice.
Click Allocate once done.
The current receipt balance is 0.
Note: In case, the balance on the receipt is less than the actual balance of the invoices, you can click Edit to directly edit the payment on the receipt.
In the Receipt List Page, the newly allocated receipt contains the corresponding invoices.
