SalesDocks SalesDocks
Features Pricing Guide Log in
Browse the guide

Settle multiple transactions at once

Select multiple open transactions for the same customer or supplier and record their payment together.

In this guide
  1. Open the open balance list
  2. Select multiple transactions
  3. Check the method and amount

1. Open the open balance list

Open the customer or supplier detail and tap the receivable or payable amount. The list shows sales or purchases that have not been fully paid.

Open the receivable or payable balance for the customer or supplier you are settling.

2. Select multiple transactions

Tap the multiple selection action and choose the transactions to settle together. The selected unpaid total is shown on the payment action.

Select only transactions with the same customer or supplier and settlement direction.

3. Check the method and amount

Tap the payment action, confirm the account and amount actually used, and save. Review the selected transactions and total again because all remaining amounts are updated together.

Confirm the payment account, selected total, and remaining amount before completing the settlement.
Was this guide helpful?