If you have a payment on account, you can apply it to an outstanding invoice balance. To do this, you need to allocate the two transactions together. - Go to Contacts, and then click the applicable contact.
- From the Manage menu, select Account Allocation.
- Select the check box for the payment on account and the check box for the invoice to which you are applying the payment.
- Make sure that zero (0.00) appears in the Left to Allocate field. The amount left to allocate must be zero in order to save the allocation.
- Click Save.
When transactions are allocated together for a contact the allocation date will be the date of the most recent transaction. For example, if on 6/28/2018, you allocate and invoice dated 6/9/2018, a credit note dated 6/20/2018, and a payment dated 6/11/2018, the allocation date will be 6/20/2018. |