In many cases, customers will likely pay an invoice online or be auto-billed. However, if an account ends up with more than one unpaid and/or overdue invoice, you can take a payment from the customer and apply it across multiple invoices.
Applying payments to multiple invoices
Navigate to Storage > Accounts and select an account.
First, click Add Payment in the Invoices, Credits, & Payments section.
Next, select the payment method. The Amount field will automatically populate with the total amount due across all unpaid and/or overdue invoices.
Then, click Next.
Next, enter the customer's payment information and click Make Payment.
(👉 5:33)Then, select the invoices you wish to apply the payment to, and click Apply Payment.
Note: All unpaid and/or overdue invoices will be automatically selected. You can deselect or change the amounts as needed.