Pay off multiple bills with one payment

This article explains what to do when you make a single payment to a supplier that pays off more than one bill in FreeAgent.

If the transaction needs to be allocated to a single bill credit note, read how to net off a bill and bill credit note instead. If the transaction needs to be allocated to multiple bill credit notes, read how to pay off multiple bill credit notes with one payment.

Navigate to the 'Banking' tab at the top of the screen and select 'Bank Accounts' from the drop-down menu.

Choose the relevant bank account from the list of accounts and click on the transaction that represents the full amount you paid.

If the Guess functionality has already suggested an explanation for to the transaction, you'll need to remove the explanation first.

Next, click on ‘Adjustments’ and select ‘Split multiple items’ from the drop-down menu.

‘Bills’ will be selected by default on the page.

The page will show you a list of open and overdue (not marked as paid) bills to select from.

Select the checkbox next to each bill that you want to split the transaction between. To quickly select all the bills on a page, tick the box that appears to the left of the ‘Due date’ column.

You'll be able to select a maximum of 100 bills at a time.

The blue bar will indicate the number of selected items and the total value of the selected bills.

If the full amount of each selected bill is being paid from the transaction, select the ‘Apply split’ button.

If you need to adjust the amount to apply to any bill that is being paid, select the ‘Edit split’ button.

A pop-up window will appear where you can edit the amount to allocate to each selected bill. Once the values have been updated, select 'Apply split'.

If the total of the selected bills exceeds the transaction value, you'll be prompted to manually allocate the transaction to partially pay some of the bills.

Once you’re happy with the amount allocated to each bill, select ‘Apply split’.

Finally, wait for the transaction to be allocated between the bills. Please note that this may take a few minutes if lots of bills are being paid.

Once the changes have been updated, if it was successful, you'll see a banner notifying you that the desired number of bills have been fully paid or partially paid.

If any of the bills couldn't be marked as paid from the transaction, you'll see a banner notifying you that the bill couldn't be marked as paid and signposting you to the details of why it couldn’t be explained.

When you go back to Banking, you'll see the bank transaction has been allocated between the selected bills.