How To: Create Payments for Linked Companies
If you deal with a group of customers for whom statements and invoices are sent to a central head office, linking customers enables the system to maintain a central statement. In addition, it will enable head office payments to be entered, which can then be allocated across multiple linked customers.
- Open a Customer screen.
- Find and load the Customer who is the parent for example central head office.
- Open the
[ Customer | Detail | Statement ]tab. - Click on the
button. A screen very similar to the batch payment allocation form that allows a single payment to be entered with multiple detail invoice lines is displayed. - All the invoices for the companies linked to the HQ company that require payment will be displayed in the lower grid.
- Payments (or credits) can either be made to to one or a batch of invoices.
- To allocate a payment / credit to an invoice
- Drag-and-drop the payment / credit from the top grid (Allocate From) onto the invoice in the grid below (Allocate To). Repeat this step for each invoice that needs to be allocated.
- To allocate a payment / credit to a batch of invoices
- Green select the payment / credit in the top grid (Allocate From).
- Green select the invoices in the grid below (Allocate To).
- Right-click and select [Allocate above payment to selected invoices].
Note: if you have several payments and matching invoices you can green select them all and then select [Allocate Multiple to Selected Invoices] in the Allocate From grid.
- To allocate a payment / credit to an invoice
Notes:
- When searching for invoices that require allocation, you can search within any column in the grid by typing directly into it.
- Checking the User Allocate check-box before allocating payments as described above, allows the user to specify exact amounts for each invoice(s). This may be useful if a customer wishes to part-pay all / some of their invoices rather than fully pay one or two.