Allocating on account payments
This guide will show you how to allocate on account payments for a customer against outstanding invoices
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STEP 1
Under 'Invoices & Payables,' click 'Accounts Receivable.'
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STEP 2
'On Account Payments' will be shown in blue. Highlight the entry you want to allocate and press 'Allocate' at the bottom
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STEP 3
A window with outstanding invoices will appear. To pay an invoice in full, doubleclick the invoice you wish to pay. To make a partial payment on an invoice, click on 'This time' column and enter dollar value. Fill in the standard fields on the remittance screen, then press 'Update Remittance' at the bottom
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