How do I process a payment from a Customer to 2 different customers?
Your help is appreciated thank you in advance
Hi Kristine.
Depends on which method you use to enter. I will cover both.
Bank Deposit
Create bank deposit and add the check total to the Total Deposit Amount. In this example I’m using $200. On the lines section I add both customers and the total that should go to them and then apply the payment as normal.
Cash Receipt Journal
Within the Cash Receipt Journal add two lines for the customers and one line for the bank account. Apply the customer payments as normal. Don’t use a balancing account number in this case. Make sure the posting date and document number are the same for all the lines.
Kristen Hosman Microsoft MVP
President, Mount Evans Consulting
mountevans.com
1 Like
If you would like to have a parent/child relationship with the payments/invoicing you can set that up on the customer card for the child customer under the Invoicing section. This will bill the parent customer for the child’s invoices.
This will then let the parent’s payment be applied to the child’s invoices.