Difference between revisions of "How do I allocate a payment to an invoice?"
From Catalyst
(Bulk update) |
|||
| Line 1: | Line 1: | ||
| − | ==Summary== | + | == Summary == |
This article will explain how to "Allocate" a "Payment" to an "Invoice". | This article will explain how to "Allocate" a "Payment" to an "Invoice". | ||
| − | ==More Information== | + | == More Information == |
Go to {{Menu|{{SL}}|Receipts}} or {{Menu|{{PL}}|Payments}}. | Go to {{Menu|{{SL}}|Receipts}} or {{Menu|{{PL}}|Payments}}. | ||
* Enter the {{DataPrompt|Customer:}} or {{DataPrompt|Supplier:}} you need to do the allocation on and select {{Button|Select}}. | * Enter the {{DataPrompt|Customer:}} or {{DataPrompt|Supplier:}} you need to do the allocation on and select {{Button|Select}}. | ||
| Line 19: | Line 19: | ||
* [[Why is my System Posting Items on the Wrong Date?]] | * [[Why is my System Posting Items on the Wrong Date?]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|allocate, allocation, alloc, invoice, payment, adjustments, adjust, contra, correction, mistake, mispost, errors}} |
| − | + | {{TShoot}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}} | |
| − | |||
Revision as of 12:15, 21 December 2018
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?
