Grouping payments to match deposits

Grouping payments to match deposits

Is there a way to group multiple invoice payments together so they match credit card batches and grouped deposits in the bank account?

Basically, we are creating invoices for each of our transactions, and applying a payment to each of the invoices. Our payments are either credit cards or checks. We want to be able to group payments together so when our bank account reflects a credit card batch made up of many transactions, or the deposit we took to the bank that has multiple checks from different customers, it will be one "Deposit" in Zoho Books to match to one transaction in the bank account.

Right now, I do not see a way of doing this. The only way I see is to wait until the credit card batch or bank deposit is in the bank account, and then match each payment individually to the transaction in the bank account.

We want to be able to apply payments to invoices, group the payments together as one deposit, and then match one transaction (deposit) in Zoho to one transaction in the bank account. Otherwise, there is going to be a lot of back and forth trying to match all of the transactions.



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