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

  • 1
  • Question
  • Updated 2 years ago

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. 
Photo of K Cossey

K Cossey

  • 432 Points 250 badge 2x thumb

Posted 2 years ago

  • 1
Photo of Linda Putland

Linda Putland, Accredited Partner

  • 16,026 Points 10k badge 2x thumb
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