Apply One Payment To Multiple Invoices/Orders

Apply One Payment To Multiple Invoices/Orders

  1. Click Sales.

  2. Click Orders.

    1. You will be redirected to the Sales Order List screen.

  3. Select the Orders you would like to add payments to, by clicking the Check Boxes on the Order Lines. See image below:



  1. At the bottom of the page, Click the blue Actions button.

    1. Select Add Manual Transactions.

    2. The Add Transaction pop up window will appear. See image below:

      1. Note: If you select orders from different customers, you will not be able to use customer credits as a payment option.


  1. Select your Payment Method.

  2. Add a Transaction ID.

  3. For the Transaction Total, add the total amount due of your selected orders.

    1. You cannot charge less than the total amount due.

  4. Click Confirm.

    1. If you enter the incorrect payment amount, you will receive an error message stating the amount entered does not match the sum of the balance on selected orders. See image below:



  1. The Sales Orders will now show their status as Paid in Full if no specific status was selected, and will have a 0.00 remaining balance.

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