Thank you for reaching out with your question, Berne.
Yes, in QuickBooks, it is possible to record a payment from a client (e.g., BUPA) that covers multiple invoices for different homes, even if the payment is made as a lump sum. Here’s how you can handle this:
First, record the payment from BUPA as a single payment (e.g., £200) in QuickBooks. When you record the payment, you can specify which invoices the payment is being applied to, even if they come from different care homes.
Then, allocate the £200 payment to the corresponding £100 invoices for Home 1 and Home 2.
Option 2: Use the "Payment" feature to allocate by line item
Create a payment for £200 in QuickBooks, and then apply it to the individual invoices for each home (Home 1 and Home 2).
When applying for the payment, QuickBooks allows you to break down the payment across multiple invoices, even if they are for different homes.
Both methods will allow you to keep your records clear and ensure that the payments are accurately reflected in QuickBooks, while also matching the remittance advice from BUPA.
If you have already watched the online tutorials and the user guide, this process is covered under the "Receive Payments" section, which shows how to apply lump sum payments to multiple invoices.
Let me know if you'd like further clarification or if you'd like to schedule a more detailed walkthrough.
