How can I apply a payment received from Head Office that covers invoices for multiple customer accounts?

Sage Intacct has made this simple! Go to Accounts Receivable, All, Receive payments – New. Click on Add. There is a field called ‘Apply payment to’ and it has 3 options:

1. One customer’s invoices – “normal” method of receiving payment for one customer
2. Parent and child customer invoices – enter a parent customer in the Customer field to display invoices for the parent customer and the invoices for all child customers
3. Multiple customers’ invoices – enter a Payer name and click on Show invoices.  All outstanding invoices for every customer are displayed and available to be selected for payment.

Aren’t seeing these options?

Go to Accounts Receivable, Setup, Configuration.  Scroll down to the Enable functionality section.  Make sure the new feature ‘Enable single payments for multiple customers’ is turned on.

Then scroll down to the Document sequencing section and select the sequencing for Payments.  This option is required when the ‘Enable payments for multiple customers’ function is turned on.

Please reach out to us if you have any questions!
helpdesk@netatwork.com
646-293-1777