How do I allocate a payment to an invoice?
From Catalyst
Revision as of 12:56, 26 June 2015 by Richard Green (talk | contribs)
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?
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
