Drake Accounting®: How do I setup and batch payments under receivables?
You can set up and pay off multiple Receivables invoice balances with one payment. This will pay off the remaining invoice balances versus paying a little off each one. You must select at least one invoice to be included in each batch payment.
To pay off multiple invoices with one payment:
- Go to Receivables > Payments > Batch Payments
- Click on the Customer
- Click Use Date Range and enter the Start Date and End Date if you want to look for specific invoices in a particular date range.
- Select the invoices you wish to pay off.
- Select the Payment Type from the drop down.
- Enter the Payment Date.
- If using a check, enter the Check Number.
- Select the applicable Transactions Type from the drop down.
- Select <New Account> if you need to make a new one. This will bring up the Receivables General Ledger Account Setup screen.
- Select the applicable Sales Tax Transaction.
- Click Save.