How to Distribute Payments to Multiple Invoices?


  1. In the Money section, click on the Payment button.
  2. In the opened sidebar, specify:
  • the account;
  • the organization and bank account from which the invoices were issued;
  • assignee—the one who creates the transaction is selected. It can be changed if necessary;
  • the amount of received payment;
  • document number, the bank charges (if necessary).

  3. Distribute the amount into invoices.

  • A single transaction line will automatically be created in the payment document. Click on the Invoice button next to it (1).

All unpaid invoices of the account specified in the payment document will be displayed in the list. Select the desired invoice, after that its payment amount will be displayed.

  • In the Inflow column, the amount specified in the payment document (2) will be automatically pre-filled. Change it to the invoice payment amount or use the button Pay in full (3) to fill out automatically. If necessary, you can also make a partial payment on the invoice.
  • To create a transaction with a link to another invoice, click the Add New Row button (4).
  • During the distribution of payments, you can immediately specify the financial category (5). Or you can do it later in the list of payment documents.

Save the entered data. After that, the status of the invoices will change to “Paid” or “Partially Paid” in case if not the entire amount has been recorded. This can be seen in the invoice list:

Transactions, created for different invoices, will appear in the Money section:

In the Transactions section:

And in the transactions themselves, in the Transactions tab:

Find out more: How to record payment from the invoice page