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Customer Allocation Inquiry

Purpose

Browse Customer documents. Check unpaid.

Procedure

  • Select a customer
  • Restrict document range by dates
  • Choose document types and click Search
  • Use icon on the right hand side to allocate customer payment against invoices

Tips and Tricks

Use show settled checkbox to see also settled documents for a reference. You can also change allocations here.
Overdue items are shown in different color.