Drake Accounting - Receivables - Batch Payments

You can set up and pay off multiple Receivables invoice balances with one payment. This will pay off the remaining invoice balances versus paying a little off each one. You must select at least one invoice to be included in each batch payment.

To pay off multiple invoices with one payment:

1. Go to Receivables > Payments > Batch Payments.

2. Click on the Customer.

3. Click Use Date Range and enter the Start Date and End Date if you want to look for specific invoices in a particular date range.

4. Select the invoices you wish to pay off.

5. Select the Payment Type from the drop down.

6. Enter the Payment Date.

7. If using a check, enter the Check Number.

8. Select the applicable Transactions Type from the drop down.

9. Select <New Account> if you need to make a new one. This will bring up the Receivables General Ledger Account Setup screen.

10. Select the applicable Sales Tax Transaction.

11. Click Save.