An unapplied sale payment is money you received from a customer before you know which invoices it covers.

You record the payment first, then apply it to invoices later.

This is the opposite of the usual flow, where you create the invoice first and then record a payment against it.

Note: For supplier payments, see Unapplied Payments (Purchases).

Payment with no reference: a customer pays, but nothing says which invoices the payment covers

Payment before the invoice: money arrives before you’ve issued the invoice

One payment for several invoices: a single payment covers multiple invoices, but you don’t know the split yet

Unapplied sale payments follow the batch payment flow. All payments applied from it are combined into a single cashflow record.

The difference is the order of steps:

Note: For the difference between bulk and batch payments, see Bulk and Batch Invoice Payments.

Open payments: go to Sales → Payments → Payments Due

Start a new unapplied payment: click the arrow beside + New Payment, then select Unapplied Payment

Fill in the required fields:

Add custom fields (optional): click Custom Fields to add more details

Save the payment: click Save

Note: Only cash and bank accounts can be selected as the payment account.

The payment is recorded in your ledger as soon as you save it, before it’s applied to any invoice.

It debits the payment account and credits Accounts Receivable.

The payment appears in your cashflow as one record for the full batch amount.

Applying the payment later doesn’t change the amount recorded. It only moves part of the amount from the unapplied payment to the invoice it pays.

You can apply an unapplied payment from either of these pages:

Select the invoices: select the invoices you want to pay

Open the actions menu: click the arrow beside the action button at the bottom of the page, then select Apply Payments

Choose the batch payment: select the unapplied payment from the Batch Payment dropdown. Each option shows its number of payments and remaining balance.

Review the amounts: the payment method, account, date, and reference come from the batch payment and can’t be changed

Apply the payment: click Save

Note: Only unapplied payments appear in the Batch Payment dropdown.

Yes. You can apply part of the payment now and apply the rest later.

To change how much goes to an invoice:

The payment stays under Unapplied until its full balance has been applied.

Go to Sales → Payments → Batch Payments and open the Unapplied tab.

Each row shows how much has been applied and the remaining balance.

Open a payment to see:

Note: Batch Payments also has Active and Drafts tabs. Active holds regular batch payments and fully applied unapplied payments.

It moves to the Active tab and becomes a regular batch payment.

This happens automatically and can’t be reversed.

Yes. If the amounts you apply are more than the remaining balance, the payment is fully applied and moves to the Active tab.

Its total then becomes the amount applied.

Yes. Removing an applied payment returns that amount to the unapplied balance.

The invoice goes back to its previous balance due.

Deleting an unapplied payment also deletes every payment applied from it.

Each invoice it paid goes back to its previous balance due, and the ledger entries are reversed.

If the payment was matched to a bank record, the bank record goes back to unreconciled.

Note: Check which invoices the payment has been applied to before you delete it.

Locked periods: applying or deleting is blocked if the payment date falls within a locked period

Currency: the payment and the invoice must be in the same currency

Transaction types: unapplied sale payments can only be applied to invoices, not customer credit notes

Fees and tax: transaction fees, tax, and payment adjustments can’t be added to the unapplied payment itself