Difference between revisions of "How do I allocate a payment to an invoice?"
From Catalyst
m (Les Ward moved page How do I Allocate a Payment to an Invoice? to How do I allocate a payment to an invoice?: Lower case (except for Platinum menu options)) |
(Bulk update) |
||
| Line 15: | Line 15: | ||
== See also == | == See also == | ||
| − | * [[How do I | + | * [[How do I adjust the centre on a transaction?]] |
* [[How do I adjust the date on a transaction?]] | * [[How do I adjust the date on a transaction?]] | ||
| − | * [[Why | + | * [[Why are document items being posted on the wrong date?]] |
{{KB_Tags|allocate, allocation, alloc, invoice, payment, adjustments, adjust, contra, correction, mistake, mispost, errors}} | {{KB_Tags|allocate, allocation, alloc, invoice, payment, adjustments, adjust, contra, correction, mistake, mispost, errors}} | ||
{{TShoot}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}} | {{TShoot}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}} | ||
Revision as of 05:29, 17 April 2019
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 are document items being posted on the wrong date?
