Paying Invoices Using Statement Numbers
Use the Statement filter in Zanda to quickly apply bulk payments to specific statements. Ideal for invoicing third parties or companies.
We have added a Statement filter to the invoices filters used when allocating a payment which allows you to quickly pay invoices that relate to a specific statement. This filter is perfect for users who use our statements feature to invoice third parties or companies as it allows you to quickly apply a bulk payment from those companies to the invoices specific to a statement.
1. To access this filter create a payment as you normally would, either
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via Billing > New Payment,
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via ➕ icon > Payment,
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or via Client, Contact or Third Party Profile > Billing > New Payment.
2. Click the 'Show Filter' button.
You will then be given access to the varying filters including the new Statement filter which can be used as shown here:

For information on taking payments or generating statements billed to third parties these articles may be useful: