Splitting Transactions to Invoices/Bills

Estimated reading: 2 minutes

You can split transactions into multiple Invoices or Bills.

Ensure that the total amount of Invoices/Bills equal that of the Transaction amount. Also, all Invoices/Bills status must be in Unpaid or Draft.

Go to Banking on the Navigation Menu
Select Transactions from the dropdown options.
On the Transactions page, click New Income.
Fill in the Date field
Fill in the Amount field with the exact amount as the Invoices you intend to connect. (If a customer has three Unpaid/Draft invoices, the total of all Invoices is the Transaction amount.)
Select a customer from the Customer field to link the transaction to the Customer.
Payment method, Account, Category, and Transaction number fields can be left in default.
Then, Save.
Click the three horizontal dots at the top page
Select Connect from the dropdown options.
From the pop-up window, Click Add an Invoice
Select multiple Invoices.
Then, Save.
The Transaction is split into multiple Invoices from a Customer.

For Invoices with partial payment, you need to enter the outstanding amounts when creating the Transaction.

Example:

Total Invoice payment due = $1000
Partial payment = $700
When connecting a transaction to the invoice, the amount of the transaction = $300.

Go to Banking on the Navigation Menu
Select Transactions from the dropdown options.
On the Transactions page, click New Expense.
Fill in the Date field
Fill in the Amount field with the exact amount as the Bills you intend to connect. (If you have three Unpaid/Draft Bills from a Vendor, the total of all Bills is the Transaction amount.)
Select a Vendor from the Vendor field to link the transaction to the Vendor.
Payment method, Account, Category, and Transaction number fields can be left in default.
Then, Save.
Click the three horizontal dots at the top page
Select Connect from the dropdown options.
From the pop-up window, Click Add a Bill
Select multiple Bills.
Then, Save.
The Transaction is split into multiple Bills from a Vendor.