Allow split of single payment to multiple Invoices via API
For customers who's payment gateway settles the days total takings into your bank account in one lump sum at the end of the day, making single payment against single invoices via API is no good. It would be great to be able to recieve a payment to a bank account and split that payment to be applied against multiple invoices.
James
shared this idea
There seem to be a few different requirements here, I want to see what we can do to help:
- We have prepared a guide on an easy way to handle payments where you have multiple invoices, but one lump some payment from a payment processor into your bank: http://blog.xero.com/developer/handling-payment-processor-receipts-in-xero/
- Another solution would be for users of the API be able to create a bank feed themselves from a payment service. You can vote for this API feature request here: http://xero.uservoice.com/forums/5528-xero-api/suggestions/340274-import-bank-statement-lines-via-the-api
There are other questions that point more towards Xero feature requests rather than API functionality. I recommend you request these in our community forum: https://community.xero.com/business/topic/23/
I will close out this request and we can continue the conversation in the links above.
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Adriana
commented
We have an online business (partership) and we want the facility where consumers make a payment and in the backend of xero their is an automated split based on inputing a relevant formula and or percentages. I cant believe there is no Accounting Program that facilitates this. Simply ridiculous.
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ABK
commented
It makes sense that in Account Transactions it only shows 1 line for the 1 total payment.
But when 1 payment has been received from 1 client but it covers 3 invoices, it comes up saying "Multiple Items" which is weird when it could just tell me who the client was?
And then in situations where I have banked 3 cheques from 3 clients and the bank lists it as 1 total deposit, it comes up as "Multiple Items" which it more true, but can the Description line not list the clients? And be segregated in the View Transaction screen? All my clients payments are all jumbled up. Perhaps show the Transaction Line as it is but having a drop down list underneath on the same screen show the different clients totals? And then be able to View Transaction showing just the individual clients payment of the total deposit. -
Christine
commented
I agree - our customers have multiple invoices and orders and make one payment to cover several invoices. By not receiving the money into the bank account as one payment, the bank reconciliation is much more difficult. This also applies going the other way - we often PAY several invoices to the same supplier with one cheque but this can only be done in GBP and not in multi currency and then it appears in the bank account in Xero as "multiple payment" and not with the supplier name for easy reference. This is needed in both A/P and A/R.
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Colin
commented
This is a pretty basic feature .. I can't believe that it is actually missing! I am currently evaluating Xero vs Saasu and the absence of this function in Xero may force us to choose Saasu (which does support this feature).