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

Debtors Adjustments

Debtors Allocate Payments Grid

Debtors Auto Credit Hold

Debtor Form

Debtors List

Debtors Documents Tab

Debtors Notes Tab

Debtors Opening Balances

Debtors Payments Tab

Debtors Statement Printing

Debtor Management

Debtors Reports

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