How do I allocate a payment to an invoice?

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?

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Keywords AND Misspellings

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