Multiple invoices, 1 monthly payment for all.

shevasheva Member Posts: 1

Hi, I have someone I invoice during the month and then I charge her through paypal one amount to cover the invoices. I see there is no feature to take that one payment and pay off/credit the invoices. Will this feature become available in future? It is annoying not to be able to do this easily.

Thanks

Bat Sheva.

Comments

  • CharlotteCharlotte Member Posts: 695 admin

    Hi Sheva! Thanks for posting. At this time, a payment can only be associatedtoone invoice (although you can issue multiple payments against an invoice until it is fully paid). You would need to split a large payment and associate the new transactions with their respective invoices.

  • KaPoKaPo Member Posts: 38

    How do I split a "large payment" ? Where do I do that ? Thanks!

  • SophiaSophia Administrator Posts: 147 admin

    Hi @KanataPhotographer great question! You can split a transaction by clicking the down arrow to the right of the transaction and selecting "Split transaction." This will automatically show two lines but you can add more lines (ie, split the transaction as many times as you need to) by clicking the + sign where it says "add row." Divide the transaction as necessary and click the green "Split transaction" button to save your work. If you need to, you can then assign the now-split transactions to specific invoices in Wave.

  • SaeLisSaeLis Member Posts: 1

    Hi Sophia,
    I'm sending Delivery Orders first since my clients work with a consignment agreement and then later invoices when I get paid. But the sales amount never equals the delivery orders since they pay only what sells.
    So far, i've created my delivery orders as invoices and have been struggling to settle payments since i have both Del Ord and invoices per client.

    How can I make this all easier to keep track of my sales?
    thanks !

  • AlexiaAlexia Administrator Posts: 3,315 admin

    Hi @SaeLis.

    If you use invoices in both cases, you'll end up with income for all of those invoices saved to your account, which won't actually reflect your numbers. I'd recommend using Estimates as your delivery orders instead. You can even edit them so that the header says "Delivery Order" rather than estimate (in Settings, under Invoice Customization)

    Once comes time to actually invoice your client, you can modify that estimate as needed and turn it into an invoice. If you want to read a bit more about estimates, check out this article.

    In the future, please create a separate thread for your question. It'll ensure that questions are easier to search for, and that you'll get as much visibility as possible.

  • hmdevariehmdevarie Member Posts: 1

    I'm not able to see the split transaction button. I can see it for personal transactions but not for my business transactions. Do I have to turn something on to see it?

  • PremPrem Member Posts: 1

    Hi,
    Am I able to merge split transaction with invoice payments?? I have a big bank transfer(payment for 4 invoices) split into 4 payments. I wish to merge each bank payment with invoice payment but I do not know how to do it. Please help.

  • AlexiaAlexia Administrator Posts: 3,315 admin

    Hi, @Prem,

    No, it isn't possible to merge four smaller payments to a singer larger one. You'll have to go to your invoices, remove the payment from those invoices, split the larger transaction and assign each part to the matching invoice from the Transactions page.

    I hope this helps!

  • ChardyChardy Member Posts: 2

    Hi, this seems to be saying that we can now assign one large payment to several invoices. Your note above says we can "split the larger transaction and assign each part to the matching invoice".
    Firstly - which account would we post the original (multi-invoice) payment to?
    Secondly - how, when splitting, do we "assign each part to the matching invoice from the Transactions page"

    So far the only way I can do it is to create 3 separate lines in the bank register.

    Looking forward to finding out how to do this correctly !

  • ErikErik Administrator Posts: 190 admin

    Hi @Chardy! You should be able to post the large payment to the bank account that is receiving the payment, as well as categorize this same transaction as multiple invoice payments.

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