Allocate Customer Payments or Credit Notes

Purpose

Browse Customer Allocations.

Procedure

• Select a customer
• Use icon on the right hand side to allocate customer payment against an invoice
• Credit notes can be also allocated against invoices
• After customer payment is allocated you will be re-directed to Customer Allocation Inquiry screen

Tips and Tricks

• Use Show Settled Items checkbox to see also settled documents for a reference. You can also change allocations here.
• When you allocate the customer deposit balance, you should select the bank payment to be allocated for this record.