If you receive a payment from a customer in advance of an invoice being raised, you can create a payment on account. This payment can be allocated to an invoice in future from the unallocated cash menu. Alternatively, if you import a statement, you can explain the payment on account from the statement, please click here to learn more.
Navigate to Sales > Unallocated receipt
Enter the details of the payment and click on the Confirm button.
The system then re-directs you to the payment allocation menu. This menu lists all unallocated payments and all unpaid/part paid invoices for the customer and allows you to allocate these payments to outstanding invoices.
You can also create new payments and invoices for the customer using the appropriate buttons on this menu.
You can view all unallocated receipts on the Money > Unallocated cash menu.
You can then return to the payment allocation menu above by clicking on the Allocate link.
Technical support is available from Monday to Friday, 9 - 5.
We also welcome you to visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.