Overview

OmniPoint Order Management supports flexible invoice payment matching, accommodating real-world business processes where customers may submit lump-sum payments for multiple invoices or split payments across various accounts. Two common scenarios are:

• One-to-Many: A single payment applied to multiple invoices.
• Many-to-One: Multiple payments applied to a single invoice.

Instructions

One-to-Many: One Payment, Multiple Invoices

This is common when a customer sends a check or bank transfer to cover several open invoices at once. OmniPoint Order Management allows you to apply one payment across several invoices by selecting multiple entries and distributing the total amount accordingly.

How to Apply

1. Go to the customer's Accounting Profile.
2. Use filters to select Unpaid Invoices.
3. Select multiple invoices using the checkboxes.
4. The total amount will display in the “Payment Total” field.
5. Click Apply Payment.
6. Enter payment method (e.g., check, wire) and details.
7. Click Submit and allocate the amount per invoice.

If the total payment doesn't exactly match the invoice amounts, you can override the allocation per line to apply the correct portion, leaving any overage as credit.

Example

Customer sends a $200 check to pay three invoices totaling:

• Invoice #1: $100
• Invoice #2: $60
• Invoice #3: $40

Apply the full payment as follows, or adjust any amount as needed. Any excess becomes an overpayment credit.

Many-to-One: Multiple Payments to One Invoice

Customers may pay invoices in multiple installments, or separate payments may be allocated by different departments. OmniPoint Order Management supports combining these payments into one fully paid invoice.

How to Apply

1. Go to the target invoice in the Accounting Profile.
2. Click the Payment icon.
3. Enter the first payment amount and submit.
4. Repeat as needed for subsequent payments.

OmniPoint Order Management will track the remaining balance until the invoice is fully paid. Each payment is recorded with a unique ID and associated amount.

Example

Invoice #456 is $1,110 and paid with:

• $1,000 from checkbook A
• $100 for taxes from checkbook B
• $10 for transaction fees from checkbook C

These separate transactions will show under the same invoice with corresponding payment IDs.

Mixed Mapping and Reconciliation

OmniPoint Order Management handles complex payment structures, including:

• One payment applied to many invoices (with or without overpayments).
• One invoice funded by multiple payments (split by purpose or source).
• Payments in different currencies (if applicable per customer account).

Tracking & Transparency

• Each invoice line shows the Payment ID and amount paid.
• Credits generated from overpayments are listed and reusable.
• Payment reports and statements reflect all allocations for auditing.

Best Practices

• Always double-check payment amounts before submitting.
• Use descriptive check numbers or transaction IDs for tracking.
• Communicate with customers about their intended allocations for large checks.
• Apply overpayment credits to new invoices when appropriate.