Hi there,
I have an invoice that I want to make 3 different payments to. Is there away to apply a partial payment to an invoice? I want the expense all in one month, just splitting the payments up over a couple month. I know that I can do it through EFT, but then how do I print the cheque? Or do I need to create 3 separate invoices?
Any insight would be greatly appreciated.
Thank you,
Karen
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Good morning,
I have no idea why I could not get to that screen two days ago, I swear what ever I was doing it was not coming up. Anyways worked beautifully today. Thanks again.
Must have been one of those days I guess. :)
I have updated the prior posting to include some pictures - this is from GP2010
Let me know.
Thanks for your patience, however I am not sure if I have a different version but there is no field "Apply Amount," Only "Apply date" Can you send me the screen shot that shows this if its not too much trouble? Thanks
Once you have built the check batch - click on Edit Check Batch - find the Vendor -
click on the line on the left column.
The details that make up that payment appear in the right.
Now in your case, you have a single invoice, leave it highlighted, then click on Edit Check -
from this window, click on the field APPLY AMOUNT - enter the amount you want on this check - press enter - then amount that now appears in the Check Amount box is the amount of the check that is going to print.
From there, click on OK, then click on Print Check from the prior window.
Hope this clears up the process.
I have tried it several ways to edit the cheque amount, but it will not let me make changes to the amount. Does anyone know if there is something in the setup of AP that would prevent this?
It wouldn't let me edit the check amount, I am not sure if something is setup differently in my payables, however I did go in to edit cheque amount, before building the batch, it appeared to allow me to enter an amount in the unapplied box. My cheque printed correctly, however it printed it as a prepayment. I then went in and manually applied the payable document to the invoice. So hopefully this won't mess anything up. Thanks for your help. I am in the meantime going to look into my payable setup to see if there is an option in there to change it so I can manually enter an amount.
Matt has the correct answer. When yo build the check batch, you can edit the check to the amount that you want to pay - set the date - print the check and then repeat for each and every one that you want to make. Each check is then applied automatically to the invoice and no need to mess around with applying after the fact, no mess with Manual check.
This is a good solution.
You can do this from the Apply button on the Edit Payables Checks window. One of the fields is Apply Amount where you can enter the specific amount you want to pay.
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