Enter a Payment Against Multiple Debtors

Jim2 doesn’t have the functionality to allocate a single payment across multiple customer accounts directly.

In this case, there are two options:

1.Apply the full payment to one customer account

▪Enter the complete payment to one customer account.

▪Then move the relevant amount to a different customer using Debtor Adjustments:

–Use a Debtor Adjustment Up to remove the dollar figure from Customer A.

–Use a Debtor Adjustment Down to add the payment to Customer B’s account.

2.Enter the payment as two separate payments

▪One payment for Customer A.

▪Another payment for Customer B.

Further information

Apply a Credit/Prepayment

Clear a Credit on a Debtor

Clear Small Debtor Balances

Create a Debtor Refund

Enter a Credit

Enter a Credit Payment

Enter a Payment

Enter a Prepayment

Enter Discounts and Account Fees

Issue a Credit Note

Debtor Payments Including Commission

Move Unknown Payments to Debtor

Reversal Entries

Reverse Discounts and Account Fees

Reverse or Delete a Payment

Send Payment Receipts

Unallocate a Payment

Undo Incorrect Refund