How to Apply a Single Payment to Multiple Accounts

You can apply a single payment to multiple customer accounts, whether they are related or not.

If Accounts are Related

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

1. From the first customer's account, click Invoice History.

2. Highlight the first invoice to be paid.

3. Click Payments.

4. Enter the FULL amount of the payment.

5. Click Apply. This action will create a credit for the overpayment.

6. Go 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. Go to the other account and follow the same steps to apply the payment.