You or a customer might pay one invoice on multiple dates or might use multiple payment methods, such as a check and cash. When this happens, you can reorganize an invoice into several parts and assign a separate payment method to each part. After you reorganize the invoice, you can settle each new invoice line with a separate payment.

You can refer to the following information to reorganize customer transactions in accounts receivable journals and vendor transactions in accounts payable journals.

1. Click Accounts receivable> Customers .

   – or –

   Click Accounts payable> Vendors .

2. Select an account.

3. Click Functions> Open transaction editing.

4. On the Overviewtab, select the Markcheck box for an invoice.

5. Click Transaction reorganizing.

6. Select whether to reorganize the transaction by percentage or by amount.

7. On the Overviewtab, create a new line for each new due date. For each due date, enter the percentage or amount of the original transaction that is due on that date.

   To reorganize the original transaction by method of payment, you can enter the same due date for each line. You will select the method of payment in step 11.

1. Verify that the percentage or amount shown in the Remainderfield is 0.

2. Click Acceptto transfer the reorganized transactions to the Open transaction editingform.

3. Select a new transaction.

4. Select the Paymenttab and select a method of payment and a payment specification.

5. Repeat steps 10 and 11 for the remaining new transactions.