TABLE OF CONTENTS
- How Do I View Payments Applied to an Invoice?
- How Do I Unallocate a Payment and Allocate it to Another Invoice?
When you view the invoice, you can also view the payments applied (or allocated) to the invoice. An invoice is a bill you send a client so they can pay you for their services.
If a client has one outstanding invoice, their payment is allocated to that invoice. Sometimes, a client has several unpaid invoices and if their payment does not match a specific outstanding invoice amount, the payment is allocated to the oldest invoice(s) first, and to newer unpaid invoices.
Tip: You can change the payment allocation. For instance, you can un-allocate a payment from an invoice and apply it to a different invoice. See How to Unallocate a Payment and Re-allocate it to another Invoice.
How Do I View Payments Applied to an Invoice?
Navigation: Clients > access a client account > Orders & Invoices
Step 1
- Open the Invoice by clicking the blue "Invoice No."
Step 2
- Click "Payment Allocation" in the left-side menu.
How Do I Unallocate a Payment and Allocate it to Another Invoice?
Navigation: Clients > Payments & Refunds > Payments
Step 1
- View the payment details by clicking on the "Payment."
Note: Don't click on any of the text in blue as these links will take you out of the payments area.
Step 2
- Click "Allocations."
- Click "Unallocate" next to the allocation you want to Unallocate.
Step 3
- Edit the amount to reflect how the payments should be allocated.
- Click "Allocate These Amounts."
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