If a client pays multiple invoices at once, it can be allocated to different outstanding invoices once it appear in the Bank feed.

Click Bank feeds from the menu on the left

Hover the mouse pointer to the payment to be split into multiple invoices and click Add to income

Invoices are grouped by clients, scroll to find the relevant client and associated outstanding invoices, then click Apply to multiple invoices…

There are several options when assigning payment to multiple invoices.

By default, the payment is applied to the first invoice/s.

Option 1: Edit the amount under the Amount applied columns to match the payments to

be assigned on the invoices

Option 2: Where the total of the payment is more than the total of the invoices it has

been intended for, the residual amount can be applied to any other

outstanding invoices listed for that same client. Where the residual

amount doesn't match the total of an invoice it has been applied to

the invoice will remain outstanding until the balance has been applied.

Option 3: An income record for the residual amount can be created by

- editing the Amount field of the invoice to $0

- clicking Next…

- clicking the toggle to create an income record

- editing the Income description field if needed

Click Done

Option 4: It can be left to be applied to a future invoice from the same client. Ensure the Amount field of the other invoice/s is set to $0. Click Next and then Done.

The symbol R will show that the remaining amount is available to be applied to other invoices

Remember to download the Rounded mobile app!