How To: Allocate a Specific Amount to an Invoice
Table Of Contents
If a customer wants to spread a payment across multiple invoices, or you need to allocate part of a supplier payment to specific invoices, you can manually control how much of a payment is allocated to each invoice.
This is useful when the payment amount does not match the invoice value, or when a single payment needs to be divided between several outstanding invoices.
Allocate a Part Payment
- Open a Customer screen (show me how) or a Supplier screen (show me how).
- Load the required customer or supplier record.
- Open the Statement tab.
- Create the payment as normal. For guidance, see How To: Create Payments.
- Tick the User Allocate checkbox below the Allocate To (Invoices) grid.
- Allocate the payment by either:
- Dragging and dropping the payment or credit from the Allocate From grid onto the required invoice in the Allocate To grid.
- Using the allocation options available from the right-click menu.
- When the Allocation Amount window appears, enter the amount you want to allocate to the invoice.
- Click OK to apply the allocation.
- Repeat the process for any additional invoices as required.
Result
The payment will be allocated only by the amount entered, allowing you to spread a single payment across multiple invoices or make partial payments against outstanding balances.
Additional Information
Note: An invoice remains highlighted in blue until it has been fully allocated. Once the outstanding balance reaches zero, the invoice will no longer appear as partially allocated.