How do I split a deposit so a portion can be used on the Receive Payments screen?

K CosseyK Cossey Member Posts: 24
Hi

My customer had outstanding payments owing with us plus a small loan from us. They made one payment to cover both. I think I need to split the transaction across the Make deposit screen so I can code that to the loan PLUS I need to take a portion through the Receive Payments screen so I can allocate it to their outstanding payments.

Is this possible or is there a workaround?

Thanks for any help. 
Karen

Comments

  • Linda ABCLinda ABC Member Posts: 1,171 ✭✭
    edited June 30
    Hi Karen - you will need to do a Receive Payments for the AR part and put to Undeposited Funds - then do a Make Deposits - pick up the amount that went to Undeposited Funds - then add a new line and record the amount that is to come off the loan.  Cheers Linda
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