Settling Multiple Open Entries

When you post a customer payment that covers the total cost of multiple invoices and/or credit notes, you can combine all of these when you post the payment.

To match multiple invoices and/or credit notes to customer payment:

1. Click on the "Bookkeeping" tab
2. Choose "Customer receipts" in the menu on the left
3. Click on "New entry"
4. Fill in the fields - including the customer number, the payment amount, etc.
5. To the right of the "Invoice no." click on the icon "Matching…"
6. You will now see a pop-up window where you can choose which invoices/credit notes you want to match with this payment
7. If you click on the icon "Match with full amount/Clear", then that invoice amount will be automatically entered into the field.
8. Once you have selected all the documents to match to the payment, simply click on "Match selected".
9. You will then return to the payment fields. Click "OK" to post your journal entry