Split Payment Method on Sales Receipt?

[makumbeiro]

If a customer wants to pay an invoice with two different methods (cash/check; check/credit card; etc.) is there a way to do this that will enable me to reconcile my deposits easily?

For example, a customer paid part of his total with a check, and part with a credit card, but in the deposits window, it all shows up with one total.

Thanks in advance!

[bright_ideas]

Try this,

Customer,
Recieve Payment,
Select the Customer paying you, make sure that at the bottom of the recieve payment window you select the "group with other undeposited funds"
enter the amount of the cheque,
save & next,
select the customer again,
enter the cash amount,
save & close.

Now select make deposit, you should have the cheque and cash amount waiting to be deposited, select them both and then enter. This should create one deposit slip with both amounts.

I hope this helps

[plg]

I handle it a bit differently.

I have an Item set up as a Payment Type for each processor I use - Nova, Amex, Discover. The item is tied to the holding account for that processor.

Then, the last line on the invoice will show a partial payment in whatever amount to the credit card processor and the remaining balance at the bottom of the invoice goes into Undeposited Funds.

A couple of days later, I go online with my bank, make certain the processor has transfered the funds to my bank. at which time I do a Transfer from the holding company to the Bank account.

Not saying it's right for everyone, but it works for me.