Applying payment to multiple invoices

[freedombi]

I have read elsewhere here that to apply a payment to multiple invoices, a transaction should be entered with all of the invoice numbers to be paid. I have just done that, with invoice numbers separated by commas, and it only took the first invoice number (though it did apply credit for the overage). Paying multiple invoices is not mentioned under either Transactions or Invoicing in the wiki.

 

So, are there any clear steps on what to do to pay multiple invoices?

[Chance]

I wanted to test this myself. So I created two invoices for a "test" client, both for $10.00, totaling $20.00. Then, I went to Billing->View Transaction List and then Add Transaction. I entered the invoice IDs of the two test invoices, selected the "test" client from the client drop down, then entered $15.00 as the payment amount. When saved, I saw that it worked great. One invoice was marked paid, and the other showed a payment of $5.00 with a balance due of $5.00.

 

I think that perhaps in your case, if the client you selected to apply the payment towards was not linked to one of the invoice IDs specified, then the overpayment would be considered a credit.

 

Do not know if this helps but hope it does...

[freedombi]

All invoices belonged to the same client.

 

When you did your test, did you enter the invoices as comma-separated or space-separated?

 

Also, this may make a difference. I went to the client profile, selected "Transactions", and from there, selected "Add New Transaction".

[Chance]

I used commas as a separator because that is what it said to do in the interface directly next to the Invoice IDs field. My test worked perfect.

 

I did see that you can add a payment transaction to a client through the client profile, but it does not indicate if multiple invoices can be applied to that single payment. Not sure if it would work or not.

 

At least we do know that single payments can be applied to multiple invoices. Thanks a lot to the developers!