Differences

This shows you the differences between two versions of the page.

--- start:backoffice:accounts:account_payment_allocation [2017/09/04 12:09] – Emma
+++ start:backoffice:accounts:account_payment_allocation [2018/10/24 11:56] – Emma
@@ Line 1: / Line 1: @@
 ====== Account Payment Allocation ======
-To allocate your payments you click on {{:start:backoffice:accounts:payment_has_been_allocated.png|}} Allocate Payments
+To allocate your payments you click on {{:start:backoffice:accounts:payment_has_been_allocated.png|}} Allocate Payments.
+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.
+{{:start:backoffice:accounts:account_payment_allocation.png|}}
+Click on the Invoice you would like paid and press Pay in Full. You will see the $ amount allocated next to the amount outstanding.
+{{:start:backoffice:accounts:account_payment_allocation_invoice.png|}}
+Allocate All - Looks at the oldest Invoice to pay and allocates the money to pay it.

CloudHQ4 Manual