Ability to apply parent-child payments in the user interface

6 votes

Currently if we have a payment from a parent customer that applies to both parent a child-level invoices, the only way to apply such payments is via spreadsheet import or API calls. There is no way to do this in the user interface; you can apply a payment to one or the other, but not both.

Under consideration Suggested by: Les Paul Lopez (31 Jan, '22) • Upvoted: 28 Jul, '22 • Comments: 1

Comments: 1

31 Jan, '22
Crystal Lau
Some customers are not timely with sending their remittances. They send us a payment without any details on how to apply it. 6 months later, they finally respond and it appears the payment is to be applied to both parent and child accounts. Since the payment had already been imported to Invoiced, the convenient way would be to manually select the parent/child entity in the user interface and apply the remaining payments to the respective entity.

Without this feature, our workaround is to "update" the payment via API/spreadsheet import.

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