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start:backoffice:accounts:account_payment_allocation

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Account Payment Allocation

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.

start/backoffice/accounts/account_payment_allocation.1507692571.txt.gz · Last modified: 2017/10/11 14:29 by Emma