Purpose
Browse Customer Allocations.
Procedure
- 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.