How do I allocate a payment to an invoice?
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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"
- Move to the Invoice that you want to allocate the payment to and either press <F> for Full if the whole balance is being settled else enter the amount to mark as paid.
- Move to the Payment that you want to allocate and press <F> for Full or enter the amount to use (make sure you enter a minus).
 | The amount shown in the bottom right of the screen should equal zero. |
- Click[Done].
- In the "Cheque no./Comment:", enter 'Allocated' and the invoice number.
- For the "Payment centre" enter 'Z990' - Suspense Account.
- Click [Done] and [Accept].
See also
- How do I adjust the centre on a transaction?
- How do I adjust the date on a transaction?
- Why are document items being posted on the wrong date?
