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Allocate Supplier Payment or Credit Note

Allocate Supplier Payment or Credit Note

Match a payment or credit note to specific supplier invoices.

How It Works

  1. Outstanding invoices for the supplier are listed
  2. Enter the amount to allocate against each invoice
  3. Total allocated must not exceed the payment/credit amount
  4. Click Process Allocation

Tips

  • Partial allocations are allowed
  • You can allocate one payment across multiple invoices
  • Credit notes can be allocated directly against invoices