Transfer/Split Payments

You can transfer/split payments between invoices belonging to the SAME customer. If you have made a mistake and added a payment to a different customers' invoice, the payment needs to be deleted and a new one created.

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To transfer/split payments:

-Click on the payment or search for the receipt number under Sales > Banking

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-In the payment receipt, click on Options > Edit

-In the Receive Money area, you will see a list of all accepted orders. You can select the Include Quotes box to also include any quotes that customer may have.

-Select the quotes/invoices you’d like to allocate the payments to and click on the Split button to assign how much you’d like to allocate to that quote/invoice. For example, this customer has paid $4000 and they want to pay the full value for the invoices and the red box and the remainder to be allocated to invoice 1000014.B

The total of the selected invoices equals to $4347.90 so our remaining balance is -$347.90. Click on Split and update the allocated value (we only want to allocate $948.20 as that is the remaining balance)

You will see the allocated amounts in step 3 and once you’re happy with the figures, click Save.