When a client makes a payment, the payment is automatically allocated to the most logical outstanding invoice, but it may not be the invoice the client intended to pay. You can "unallocate" a payment and either leave it unassigned, or allocate it to the correct invoice.
Tip: Unallocated payments are the same as a credit or "Cash on account." They can be manually allocated to an outstanding invoice, or allocated automatically to the next invoice that is created.
How Do I Unallocate a Payment and Allocate it to Another Invoice?
Navigation: Clients > Payments & Refunds > Payments
Step 1
- From the list of payments, click the Edit button on the payment you want to unallocate.
Step 2
- Click "Allocations" to view Current Allocation from the sub menu on the left.
- Identify the payment and click "Unallocate."
Step 3
- At this point you can leave it Unallocated, OR allocate it to a different invoice.
- Adjust the Allocations to reflect how you want the payments allocated.
- Click "Allocate These Amounts."
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