Emma has more questions about allocation, Ie does Invoice and Payment need to be exactly the same so 0 balance?

To allocate your payments you click on 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.

Click on the Invoice you would like paid and press Pay in Full. You will see the $ amount allocated next to the amount outstanding.

Allocate All - Looks at the oldest Invoice to pay and allocates the money to pay it.