How To: Allocate Payments
The Statement tab allows you to allocate payments and credits against outstanding invoices for both customers and suppliers.
If an invoice has already been green-selected when a payment is created, Khaos Control will automatically allocate the payment to that invoice. If multiple payments and/or invoices are selected, a confirmation window will appear before the allocation is completed.
This article explains how to:
- Allocate a single payment or credit to an invoice
- Allocate a payment or credit across multiple invoices
- Allocate multiple payments or credits to multiple invoices
Allocate a Payment or Credit to an Invoice
- Open a Customer screen (show me how).Alternatively, open a Supplier screen (show me how).
- Find and load the required Customer or Supplier.
- Open the [ Statement ] tab.
- Create the payment or credit. For guidance, see How To: Create Payments.
- In the Allocate From grid, drag and drop the payment or credit onto the required invoice in the Allocate To grid.
- Repeat the process for any additional invoices that need allocating.
Note: The Allocate From and Allocate To grids are located on the right-hand side of the Statement screen.
Allocate a Payment or Credit to Multiple Invoices
- Open a Customer screen (show me how).Alternatively, open a Supplier screen (show me how).
- Find and load the required Customer or Supplier.
- Open the [ Statement ] tab.
- Create the payment or credit. For guidance, see How To: Create Payments.
- Green-select the payment or credit in the Allocate From grid.
- Green-select all invoices to be allocated in the Allocate To grid.
- Right-click and select [Allocate above payment to selected invoices].
Allocate Multiple Payments or Credits to Multiple Invoices
- Open a Customer screen (show me how).Alternatively, open a Supplier screen (show me how).
- Find and load the required Customer or Supplier.
- Open the [ Statement ] tab.
- Create the required payments or credits. For guidance, see How To: Create Payments.
- Green-select the payments or credits in the Allocate From grid.
- Green-select the invoices in the Allocate To grid.
- Right-click within the Allocate From grid and select [Allocate Multiple to Selected Invoices].
Additional Information
Search for Specific Invoices
When looking for invoices that need allocating, you can search directly within any column of the grid by typing into that column.
Enter Specific Allocation Amounts
If you enable the User Allocate check box before performing the allocation, you can enter exact allocation values against individual invoices.
This is useful when a customer is making a partial payment and you need to:
- Part-pay a single invoice
- Spread a payment across multiple invoices
- Allocate specific amounts rather than paying invoices in full
Allocating Multiple Payments to a Single Invoice
If you need to allocate several payments against one invoice, see: