Apply Deposit to Multiple Customer’s Invoices

Scenario: we have to apply a customer deposit to multiple customers invoices.

Solution : Create a Journal Entry and then individually apply it to individual Invoices. 

Suite Answer Id:34686

1. Create a journal entry.

• In first line add the customer deposit account name, customer name and the amount needed to be debited from the account. Add amount in debit side
• In Second line, add customers name and account and their respective invoices amount, in credit side.

Please go through the shared image below, where customer deposit is mentioned in red and invoices in green.

• Save the journal

2. Apply Journal entry to Invoices

• Navigate to Transactions > Customers > Accept Customer Payments
• Select one of the customers that made a payment
• In the Apply tab > Invoices subtab select the Invoice that was paid
• In the Apply tab > Credits subtab select the Journal Entry

• 

• Click Save
• Repeat this process until the full amount of the journal entry is applied to the correct Invoices.