Apply one payment across several open invoices

Customers with more than one open invoice often send a single wire or check to cover several. Recording that used to mean splitting it by hand, one sale at a time. Now you record it once, from the customer's contact page.

Record the payment

On the contact's Payments tab, click Record payment. The amount starts at the customer's total due; type less for a partial payment. Choose the payment type (wire, check, Zelle, cash, card and others), the date, and a reference such as the check number. Elefta won't let you record more than the customer owes.

Choose the invoices

Click Choose invoices. Elefta fills the open invoices oldest first, each up to its balance, until the payment is used up. You can change any amount, select or deselect invoices, or search by invoice number or by an item's SKU or serial number. A meter at the top shows how much is applied and how much is left. Record unlocks once the full payment is applied and no invoice is overpaid. Fill oldest first starts over if you want to undo your changes.

What gets updated

Each invoice gets its own payment entry and becomes Complete or Partial. The contact's Payments tab shows one row per invoice, linked to the sale. The ledger marks each line as part of a split payment, and the customer's balance and open invoice count update right away. If the customer has only one open invoice, Elefta skips the second step.

Good to know

This works with sales invoices. Overpayments and credit on account aren't supported, and a split payment can't be edited after you save it. Find out more about how invoicing works in Elefta.