Applies to: ConnectWise Manage, Datto Autotask PSA, Xero and QuickBooks Online
When managing invoices in batches you are able to:
- Remove Invoices from a Batch Payment
- Add an Overpayment (available if you remove an invoice from a batch)
- Add Invoice (available if you remove an invoice from a batch)
Here's how to do it:
Create a Batch Payment
Click Actions then select Remove From Batch
Click OK to confirm
Choose whether you will:
a) Apply funds to an outstanding invoice by clicking Add Invoice
b) Add an Overpayment for the remaining amount
Note:
To learn more about Adding Invoice and Adding Overpayment, see How To Handle Overpayments