Allocate two bank receipts to one sales invoice

Question

Hi 
 
 Can you allocate two bank receipts to one sales invoice if part paid? 
 
 Thanks 
 Dulcie

Jack Middleton · Accepted Answer

Hi Dulcie, 
 Thanks for using Sage City. 
 You can record multiple payments against one invoice.To do this you need to view the sales tab and click into the invoice you want to pay, you should see a blue record payment button on the right hand side. The amount paid will default to the full value of the invoice however you are able to edit this to be a smaller value if the invoice had only been part paid. You can then continue to enter your bank account, payment method and transaction reference as normal. You can do this as many times as needed until the invoice has been paid. This is the only way to record part payments against invoices in Start. 
 If you have created the receipt through the cashbook as money in/out it is not possible to allocate this to the invoice. You would need to delete or reverse the money in/out transaction and create the payment through the above steps. 
 If you want more control over the allocations there is a lot more functionality regarding this in Accounting which is the version up from Accounting Start. Accounting allows you to allocate and unallocate transactions manually. This can be helpful in a few different scenarios, for example if you need to record deposits for early payments or if you tend to have single payments against multiple invoices. 
 Hope this helps. If this has answered your question please click More > Verify Answer. 
 Kind Regards, 
 Jack Middleton Sage Business Cloud Customer Services Sage UKI

Sage Accounting UKI

Allocate two bank receipts to one sales invoice

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