How to Apply Payments to Multiple Invoices

Overview

You can post a single payment toward several invoices at once, making it easy to apply customer payments that cover multiple outstanding bills.

Step-by-Step Instructions

Step 1: Access the Payments Function

Click on the Payments Icon near the top of the screen.

Note: You can also view a customer's entire payment history by clicking on the Invoice History icon, but for posting to multiple invoices, use the Payments icon.

Step 2: Select Post Payments

1. Choose the Customer or Account Number you want to post the payment toward
2. Click OK

Step 3: Select Invoices to Pay

Once you have the correct customer information:

1. Check the boxes next to the invoices you want to post payment toward
2. Click on the Apply Payment to Tagged Invoice icon
   
   

Step 4: Enter Payment Information

The system will automatically:

• Total the selected invoice amounts
• Place that total in the check amount field

Then you:

1. Enter the check number
2. Verify the amount is correct

Step 5: Adjust Payment Amount (If Needed)

If posting a payment that is different than the amount of the selected invoice(s):

1. Overwrite the check amount with the actual payment amount
2. The Recurring and Product boxes appear on this screen, allowing you to choose which types of invoices the credit can be used against
   

Step 6: Complete the Payment

1. Click OK to process the payment
2. If a credit amount has been created, it will appear below
3. Click Close to exit the screen

Important Reminders

Review Credits Regularly

Be sure to review your Credit Report frequently to make sure you have not accidentally created credits.

Common Mistake: Posting the check number as the amount paid instead of the correct payment amount.

Regular review helps catch and correct any posting errors quickly.

Benefits of This Method

• Time Savings - Post one payment to multiple invoices at once
• Accuracy - System automatically totals selected invoices
• Flexibility - Choose which invoices to apply payment toward
• Credit Management - Control which invoice types credits apply to

Need Help?

Still have questions? Contact Cornerstone Holding Co. 847-405-9517 or email us customer.success@alarmbills.com