Applying One Payment to Multiple Invoices - Batch Payment

The easiest way to apply one payment to multiple invoices (i.e. batch payment) is to use the "Credit" feature of Invoice Manager.

1. Open the customer list by clicking the "Customers" button on the ribbon tab.
2. Find the customer who sends the payment. If you have lots of customers, use the search bar to locate the customer easily.
3. Double-click to open the "Customer Edit" window.
4. Click "History Invoices". To show only the outstanding invoices, apply a filter to show invoices whose balance due are greater than 0 (zero).

   

5. Double-click an invoice.
6. Go to the "Payments" tab.
7. Click "Add"
8. Enter the whole paid amount and click "Save". The overpaid amount will be saved as credit of the customer. Close the "New Payment" window.
9. Now you're returned to the list of invoices. Double-click another outstanding invoice.
10. Go to the "Payments" tab.
11. Click "Apply Credit".
12. Enter the credit amount to apply. Click "OK" to close the "Apply Credit" window.
13. Close the "Invoice Edit" window to return to the list of invoices.
14. If there are still outstanding invoices and available credit, you can continue the process to apply all the available credit.