If you need to set up a cash allocation for a customer, first, locate the customer (using the search bar), and open their profile. Click into 'Quick links' and select 'Cash allocation' from the 'Financial' section.
Once you're on the next page, enter all the required information (the sections marked with an asterisk are mandatory) and click 'Add cash allocation' in the bottom right once the form is completed.
Can I pay multiple invoices?
Yes, just select another invoice in the next row of the spreadsheet.
Can I pay via different methods here?
No, you can only use one payment method per allocation.
Does the invoice need to be fully allocated?
No, if the customer is paying for part of an invoice balance, you can allocate the exact amount they're paying. Enter the amount into the 'Amount to allocate column'.