If you need to set up a cash allocation for a customer, first, locate the customer (using the search bar), and open their profile.
- From here, 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.
- If you want to pay multiple invoices at once, you can select another invoice in the next row of the spreadsheet. You can only use one payment method per allocation.
- 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'.