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 via Sales & Payments > New Payment or via Billing > New Payment on a client, contact or third-party record).

2. Click the blue '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: