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Allocating funds already received [message #318]

Sun, 02 November 2008 15:27

Rumpole
Messages: 1
Registered: November 2008
Location: Sydney

Junior Member

How do I allocate funds previously received to an invoice created after the receipt of the funds?

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Re: Allocating funds already received [message #319 is a reply to message #318 ]

Fri, 07 November 2008 10:13

admin
Messages: 25
Registered: April 2007

Junior Member

When a receipt is entered it must be allocated to one or more invoices. If any amount is left unallocated then it can be saved as a credit. If a credit has been saved, then the next time that an invoice is created for that matter it will inform you that there is a credit available and ask if you want to allocate it to the invoice that is being created.
Alternatively, if the invoice has already been created and there is a credit, on the Invoices window, select the invoice then click on the Tools menu and Check for Credits. This will again give you the ability to allocate the credit to the invoice.
If there is not a credit, rather, the receipt has been allocated to the wrong invoice(s) then you will need to delete the receipt and re-enter it allocating the amounts to the correct invoice(s).

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