How to Allocate a Customer Payment

How to Allocate a Customer Payment

1.       Click on the ‘+’ icon at the top right of the page and select Customer Payment from the dropdown menu;

2.       Search for the customer and double click to select;

3.       Click on the green search icon to bring up a list of invoices with outstanding balances;

4.       Click on the invoice to be paid and then click on the green ‘Select’ button or if you want to select all invoices then click on the blue ‘All’ button;

5.       Enter the payment method and click the green Apply button to apply the payment and then click Process to process the payment;

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