How do I allocate a payment to an invoice?
From Catalyst
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This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
Summary
This article will explain how to "Allocate" a "Payment" to an "Invoice".
More Information
Go to " Sales Ledger Receipts" or " Purchase Ledger Payments".
- Enter the "Customer:" or "Supplier:" you need to do the allocation on and select [Select].
- Move to the "Invoice" that you want to "Allocate" and <F> for Full.
- Move to the "Payment" that you want to "Allocate" and <F> for Full.
- Select [Done].
- In the "Cheque no./Comment:", enter 'Allocated' and the invoice number.
- For the "Payment centre:" enter 'Z990' for the "Suspense Account".
- Select [Done] and [Accept] and the "Allocation" is complete.
 | The Amount in "Total payments:" should equal zero. |
See also
- How do I Adjust the Centre on a Transaction?
- How do I Adjust the Date on a Transaction?
- Why is my System Posting Items on the Wrong Date?
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