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Apply 1 payment to multiple invoices (records) at one time

  • 1.  Apply 1 payment to multiple invoices (records) at one time

    Posted 14 days ago
    I would like the option to apply 1 payment to multiple invoices at one time.  For example Client A has 2 separate invoices totally $5000.00.  I receive a check for this amount, but want to be able to choose which open invoices the payment applies to.  Any suggestions?

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    Kelly Lyons
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  • 2.  RE: Apply 1 payment to multiple invoices (records) at one time

    Posted 10 days ago
    You'll need to have a setup that allows for splitting a payment. Typically, in a situation like this, I would suggest that you have a 3rd table that would act as a Child table to the other 2 tables, but that may not work for your use case. Instead, you may want to still create a new table - we'll call it Checks or possibly Transactions (depending on if you accept multiple forms of payment). This could be a child of Customers and a Parent to Payments. This would allow you to maintain your existing structure and not have to rebuild the current process significantly.

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    Blake Harrison
    bharrison@datablender.io
    DataBlender - Quickbase Solution Provider
    Atlanta GA
    404.800.1702 / http://datablender.io/
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