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: