Browse Customer Allocations.


  • Select a customer
  • Use icon on the right hand side to allocate customer payment against an invoice
  • Credit notes can be also allocated against invoices
  • After customer payment is allocated you will be re-directed to Customer Allocation Inquiry screen

Tips and Tricks

  • Use Show Settled Items checkbox to see also settled documents for a reference. You can also change allocations here.
  • When you allocate the customer deposit balance, you should select the bank payment to be allocated for this record.