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Level 1

How do I apply one payment to multiple customers?

We recieved one cheque to pay a number of different customer's invoices. (This happens once in a while when associated customers 'help each other out' & will likely happen in the future.) I would like to apply the amount to each of the invoices separately, however I don't know how to adapt the bank deposit to reflect one cheque. 

Thanks for your help!

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Best answer 03-11-2019

Accepted Solutions
Level 3

suggest you deposit the check on a actual bank deposit....

suggest you deposit the check on a actual bank deposit.  With no other checks.

The way you would record in QB.   you would record the individual payments, as of you had more than one check.    Using the same check number for all the recorded payments.

Then in make deposits, you would select all the individual transactions which would total the actual physical check.    that way the record deposit in QB would match the actual total deposit.

option - put a note in the comments explaining what is being done.

 

 

 

View solution in original post

7 Comments
Level 3

suggest you deposit the check on a actual bank deposit....

suggest you deposit the check on a actual bank deposit.  With no other checks.

The way you would record in QB.   you would record the individual payments, as of you had more than one check.    Using the same check number for all the recorded payments.

Then in make deposits, you would select all the individual transactions which would total the actual physical check.    that way the record deposit in QB would match the actual total deposit.

option - put a note in the comments explaining what is being done.

 

 

 

View solution in original post

Level 1

Thank you - this will work for us.

Thank you - this will work for us.
Level 3

you are welcome

you are welcome
Level 1

John, I'm not sure I'm following you. Right now I make th...

John, I'm not sure I'm following you. Right now I make the payments to each customer account using the same check # (as if they were individual checks). How do you link those to a deposit?
Level 1

Another option is breaking up the deposit by the amounts...

Another option is breaking up the deposit by the amounts for each customer, and then applying each amount accordingly...

Level 1

Re: John, I'm not sure I'm following you. Right now I make th...

They didn't really answer you did they? Because I have the same issue. Did you get this resolved?

Level 1

Re: John, I'm not sure I'm following you. Right now I make th...

I think the suggestion is you choose Customer|Receive Payments, then select the first invoice and apply a payment from the cheque to clear it. Repeat for each customer account using the same cheque #. Then select the individual payments from the Undeposited Funds window that appears when you click Make Deposits. You can then deposit the total payment using Make Deposits and it should match the actual deposit.

 

Michael Trotz