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start:backoffice:accounts:account_payment_allocation [2017/09/04 12:08] – Emma | start:backoffice:accounts:account_payment_allocation [2017/10/11 14:29] – Emma | ||
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====== Account Payment Allocation ====== | ====== Account Payment Allocation ====== | ||
- | To allocate your payments you click on {{: | + | |
+ | Emma has more questions about allocation, Ie does Invoice and Payment need to be exactly the same so 0 balance? | ||
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+ | To allocate your payments you click on {{: | ||
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+ | Please note your Account should be in credit when allocating payments. You must have a Invoice row and payment row to clear off Invoices outstanding. | ||
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+ | Click on the Invoice you would like paid and press Pay in Full. You will see the $ amount allocated next to the amount outstanding. | ||
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+ | {{: | ||
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+ | Allocate All - Looks at the oldest Invoice to pay and allocates the money to pay it. | ||
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