Pay Several Invoices at Once

Your account contains the posted following invoices.

• Invoice 1
  • Invoice Line 1: Balance of $500
  • Invoice Line 2: Balance of $300
• Invoice 2
  • Invoice Line 1: Balance of $200
  • Invoice Line 2: Balance of $400
  • Invoice Line 3: Balance of $100

A customer provides a $1500 payment to the account. Since both your invoices look up to the same account, you can allocate your payment to all the invoice lines on both invoices from the Allocation page.

1. From the payment’s detail page, click Allocations.
2. On the Payment Allocation page, select all five invoice lines from the two invoices.
3. For each invoice line, enter the invoice line’s total balance in the Amount field.
4. Click Allocate. If you paid off an invoice line in full, Salesforce Billing removes it from the payment allocation page and updates its status to Paid. If you made a partial payment, you’ll see the invoice line on the payment allocation page with an updated balance.