How do I split a payment across multiple invoices - A/R Quick Payment Application

If a Customer that you deal with decides to pay a single payment to settle their account which consists of multiple invoices then within CSI the A/R Quick Payment Application Form is the perfect form to use.

Open up the A/R Quick Payment Application Form, and select the the Customer by entering the Customer ID.

Once the Customer record has been retrieved, populate the payment type, receipt date, and number fields. In the Amounts field, enter the total amount the Customer is paying & save the record. 

You will see all the related transactions for that Customer appear at the bottom along with the Invoice Nos. - Select the Invoices that are to be paid and then hit the apply button.

 

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