How to allocate customer invoice payments

frontAccountingOnce you've invoiced your customer they will want to pay you (hopefully!).


The correct procedure for accepting payment is as follows

  1. Sales > Customer Payments:  Enter the correct details and click Add Payment.
  2. Sales > Allocate Customer Payments or Credit Notes:  Choose the relevant customer and click on the money icon to allocate the customer payment.
  3. Typically you will now allocate all of the customer payment to the appropriate Sales Invoice, by clicking on All and then Process.


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