How do I apply a payment to more than one invoice?

How do I apply direct payment to more than one invoice for a client?

With "Apply Direct Payment" you can add one payment to multiple invoices from multiple or specific matters for a contact

  • Go to the Accounting section, click on the "+" and click Apply Direct Payment.

  • This will allow you to apply a payment to a specific Invoice, or multiple invoices for the same client, without going directly to that invoice.

Please note that this option is also available in the Quick Add menu.

If you are looking to apply a single payment to multiple invoices for different clients, click here.
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