Allocate payments to invoices
Allocate to a single invoice
If there is a single invoice with an outstanding amount, payments will be allocated to this invoice (unless you have unticked this option).
Auto Allocate
- Click on the payment row
- Click on Autoallocate to allocate payments to the oldest outstanding invoices
Allocate to a specified Invoice
- Click on the payment row
- Double click on the invoice row
Allocate to a specified Invoice items
- Click on the + at the left of the invoice to view the invoice line items
- Click on the payment row
- Double click on the invoice item row(s)
(Amounts allocated are up to the total value of the payment and up to the total amount outstanding on the invoices).