The user may receive a payment in advance of issuing an invoice to a customer. This can be added on to their account ready to be allocated when the invoice is created.


Step 1.


Navigate to Sales > Unallocated receipt



Step 2.


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 icon money