How to Assign Multiple Payments to an Invoice in COUNT

If a customer makes multiple payments toward the same invoice, you can assign each payment to the invoice in COUNT.

This is useful when a customer pays an invoice in multiple installments or when several payments need to be applied to the same invoice.

How to assign multiple payments to an invoice

1. Go to Sell > Invoices & Estimates.
2. Find and open the invoice you want to assign payments to.
3. Select Assigned Payment.
4. Select Assign Transaction to match a bank transaction that has already been imported into COUNT.

5. Select the bank transactions you want to assign to the invoice.
6. Review the payment amounts and confirm that the transactions are being applied to the correct invoice.
7. Click Save.

The payments will now be assigned to the invoice, and COUNT will update the invoice's payment status and remaining balance accordingly.

Updated on: 15/10/2026