How to Apply a Single Payment to Multiple Accounts

Overview

This guide explains how to apply a single payment across multiple customer accounts. Two methods are covered depending on whether the accounts are related to one another or completely separate.

If Accounts Are Related

Use this method when the accounts you want to pay are linked to one another in the system.

1. Click the Payments Icon.
   
   
   
2. Click the magnifying glass icon.
   
   
   
3. Search for and select the customer.
4. Tag the accounts/invoices you want to pay.
   
   
   
5. Click 'Apply Payment to Tagged Invoices'.

If Accounts Are Not Related

Use this method when the accounts are unrelated. The process works by applying the full payment to the first account — creating an overpayment credit — then transferring that credit to the second account.

1. Navigate to the first customer's account and click Invoice History.
   
   
   
2. Highlight the first invoice to be paid. Click > Change.
   
   
   
3. Click Payments.
   
   
   
4. Enter the full amount of the payment.
   
   
5. Click Apply. This action will create a credit for the overpayment.
6. Navigate to Credit History.
   
   
   
7. Highlight and select the new credit.
8. Click the magnifying glass icon.
   
   
   
9. Search for and select the other account.
   
   
   
   
10. Click OK.
11. Navigate to the other account and follow the same steps to apply the payment.

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com

Copyright © 1999–2026 Cornerstone Billing Solutions. All rights reserved.