Help /
Customer Allocations
Customer Allocations
View and manage unallocated customer payments and credit notes. Allocation matches payments/credits to specific invoices.
How It Works
- This page shows all unallocated (or partially allocated) amounts
- Click Allocate next to a payment or credit note
- You are taken to Allocate Customer Payment to match it against invoices
Why Allocate?
- Accurate customer statements showing which invoices are paid
- Correct aging reports
- Proper tracking of outstanding amounts