Apply lump payment from client to multiple projects

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Monica Kowalski, Esq.

• August 12, 2015 17:25

I have Accounting Isolation set to Project because I need to be able to bill each project separately. However, I always receive a lump payment from this particular client. It would be much less time consuming if I could receive the lump payment to the client in general and then apply the payment to each individual project. It makes no sense & is a waste of time to record the check number & payment date multiple times. I should be able to record the entire check total to the client and then apply the correct dollar amount to the individual projects.

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  Emily Lichtman

  • September 18, 2015 17:06

  YES PLEASE! I wish I could vote for this feature a million times. We face the same time consuming issues for a dozen clients a month. Please add this option.

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  Brenda Masalta

  • September 22, 2015 17:53

  I would vote for this as well!

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