{"id":6566,"date":"2023-06-14T08:19:56","date_gmt":"2023-06-14T08:19:56","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%aa%d9%88%d8%b2%d9%8a%d8%b9-%d8%a7%d9%84%d9%85%d8%af%d9%81%d9%88%d8%b9%d8%a7%d8%aa-%d9%8a%d8%af%d9%88%d9%8a%d9%8b%d8%a7-%d8%b9%d9%84%d9%89-%d8%a7%d9%84%d9%81%d9%88%d8%a7%d8%aa%d9%8a%d8%b1\/"},"modified":"2024-12-24T13:26:38","modified_gmt":"2024-12-24T13:26:38","slug":"manual-distribution-of-payments-to-invoices","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/manual-distribution-of-payments-to-invoices\/","title":{"rendered":"Manual Distribution of Payments to Invoices"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text css=”.vc_custom_1697436861158{margin-left: 200px !important;}”]Due dates for invoices may differ from their issue dates, and the available payment period for each invoice can vary as per your specifications. With ongoing transactions, a single client may have multiple unpaid invoices, and the amounts due can be substantial, requiring the distribution of the total amount over multiple payment installments. Each payment installment can be distributed across several invoices.<\/p>\n

In the following paragraphs, we will explain in detail how to manually distribute payments to invoices.[\/vc_column_text][vc_custom_heading text=”Types of payment distribution” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1697436890554{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=”.vc_custom_1697436951527{margin-left: 200px !important;}”]<\/p>\n

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The distribution of payments to invoices can be done either automatically or manually, with calculated precision and full control.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

[\/vc_column_text][vc_custom_heading text=”Automatic Payment Distribution” font_container=”tag:h3|font_size:22|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1697437476682{margin-left: 120px !important;}”][vc_column_text css=”.vc_custom_1697437492650{margin-left: 200px !important;}”]<\/p>\n

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Automatic payment distribution pays invoices from the oldest to the newest automatically. If you wish to activate automatic payment distribution, go to ‘Sales<\/strong> Settings<\/strong>‘ in the dropdown menu under ‘Sales<\/strong>‘ on the main menu, and click on ‘General Invoice\/Estimate Settings<\/strong>‘.<\/p>\n

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And activate the ‘Auto-Pay Invoice if the client has Available Credit<\/strong>‘ feature.<\/p>\n

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\"\"[\/vc_column_text][vc_custom_heading text=”Manual Payment Distribution” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1704969177455{margin-left: 120px !important;}”][vc_column_text css=”.vc_custom_1704969283878{margin-left: 200px !important;}”]<\/p>\n

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Manual payment distribution can be done either from the client’s credit balance or by adding a specific amount as a credit payment made by the client. You can then distribute this credit across the client’s invoices.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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To distribute payments manually, you should disable the automatic client credit distribution feature.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/blockquote>\n

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To manually distribute payments, click on ‘Manage Clients<\/strong>‘ in the dropdown menu under ‘Clients<\/strong>‘ on the main menu, and select the client or whom you want to distribute payments to their invoices.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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Click on ‘Add Payment Credit<\/strong>.’<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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You will be redirected to a page dedicated to the payment and its distribution. Whether the payment credit is from the client\u2019s credit balance or an amount they paid, most of the data will be pre-filled. The only field to fill in is the ‘Amount<\/strong>‘ if you received a payment from the client. Leave it empty if the client has a credit balance, and you will find the credit amount visible in the client\u2019s profile.<\/p>\n

The remaining data:<\/p>\n