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Allocate Customer Payment or Credit Note

Allocate Customer Payment or Credit Note

Match a specific payment or credit note against outstanding invoices for a customer.

How to Allocate

  1. Outstanding invoices are listed with amounts
  2. Enter the amount to allocate against each invoice in the Allocate column
  3. The total allocated must not exceed the payment/credit amount
  4. Click Process Allocation

Tips

  • You can partially allocate - apply part of a payment to one invoice and the rest to another
  • The Remaining column shows how much of each invoice is still outstanding
  • Previously allocated amounts are shown for reference