The user may send a payment in advance of receiving a bill from a supplier. This can be entered onto their account ready to be allocated when the bill is created.

Step 1.

Navigate to Purchases > Unallocated Payment.

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 payments on the Money > Unallocated cash menu.

You can then return to the payment allocation menu above by clicking on the allocate icon money

For additional help, click here to view all our training options.

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