Dealing with lump-sum payments against multiple invoices.

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Posted on by CU08052056-0

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Hi experts?

How can I deal with lump-sum payments against multiple invoices?
Below is manual of this issue? Or is there any other way to do that?
https://learn.microsoft.com/en-us/dynamics365/business-central/receivables-how-review-apply-payments-auto-application

regards,
Nobuhara

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Dynamics 365 Business Central

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Yi Yong 2,557 Super User 2025 Season 2 on at

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Hello,

You can do this before posting the entry.

Works the same way for vendor.

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Andrés Arias 4,190 Super User 2025 Season 2 on at

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Hello,

The following information may help you:

https://www.youtube.com/watch?v=pXDRwn9qEIE

https://www.youtube.com/watch?v=G4kthcv4xnU

I hope I can help.

Regards,

Andres

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Ahmad Subhani 585 on at

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Hi,

You can apply Multiple Invoices Against one Payment. When you do the Apply Entries, you select one line. For this you have to specify multiple lines.

Mark the Answer as Verified if this is Helpful.

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Benjamin Lillebrohus 34 on at

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Used example data is from a Danish Cronus example and is not from any real person or entity.
Let’s say a customer pays two open invoices and a partial payment of a third invoice.

“We have transferred 138.182,50 DKK and we will transfer the remaining 50.000 DKK on invoice 103182 as soon as we can”

However we only receive 138.132,50 as our bank charges 50,00 dkk for the transfer. So we create three journal lines, and applies the full 138.182,50 dkk to the customers open invoices:

When we post the journal lines, the two first invoices are fully applied and the invoice with the partial payment is open with 50.000 DKK

I hope this helps.

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Jeffrey Bulanadi 8,760 on at

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Hi,

BC supports lump-sum payments when a customer pays a single amount that covers multiple invoices. The key is to use the Register Customer Payments page correctly.

Here’s how to handle it:

Go to Register Customer Payments and filter for the customer who made the lump-sum payment.

Select the Payment Made checkbox on each line that corresponds to the invoices being paid.

All lines must belong to the same customer

The Date Received must be the same across all selected lines

Enter the Amount Received on each line so that the total matches the lump-sum payment.

Try to match full invoice amounts where possible

Partial payments are allowed, but the remaining balance will stay open

Once all lines are filled, choose Post As Lump Payment.

This posts entries to the G/L, bank, and customer accounts

Each payment is applied to its respective invoice

If the payment doesn’t match any posted document, you can post it directly to a balancing account using a general journal until the origin is clarified.

Helpful references:

Apply payments to unpaid sales documents – Microsoft Learn
Register Customer Payments – Mohana’s Blog
How to apply a payment to multiple customer ledger entries – YouTube

If you find this helpful, feel free to mark this as the suggested or verified answer.

Cheers
Jeffrey

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Mansi Soni 8,907 Super User 2025 Season 2 on at

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Hello,

In Business Central, to apply a lump-sum payment against multiple invoices, use the Payment Journal. Enter the total amount received in one line, select the customer, then use the Apply Entries function to manually apply the amount across multiple open invoices. You can adjust the applied amounts as needed to match the total payment. Once applied, post the journal to update the customer ledger and close the invoices accordingly.

Hope this answer will helpful to you!

Regards,
Mansi Soni

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RockwithNav 8,631 Super User 2025 Season 2 on at

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While doing the Payment Journal, when you do apply Invoices, here in you can add and attach multiple Invoices and do one payment.

Try once it's very simple. Don't enter the amount just select invoices and it will do the net calculation.

Blog - rockwithnav.wordpress.com/
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YUN ZHU 95,595 Super User 2025 Season 2 on at

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Hi, This can be easily handled in the Custmer/Vendor Ledger Entries

For example,

Thanks.

ZHU

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Sohail Ahmed 11,148 Super User 2025 Season 2 on at

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To handle lump-sum payments against multiple invoices in Business Central, you can use the Apply Entries function in the Cash Receipt Journal or Payment Journal:

1. Enter the total lump-sum amount in the journal line.

2. Use Process > Apply Entries to manually select which invoices to apply the amount to.

3. You can split the amount across multiple invoices as needed before posting.

✅ Mark this answer as verified if it helps you.

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