Striven HELP
Debtor Allocations
- Adam Sheean
Owned by Adam Sheean
Follow these steps to allocate Credits, Negative Invoices or Over payments for your Debtors.
How To Video
Steps
If you need a list of all unallocated transactions, run the Debtor Unallocated Payment report
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Step | Image | |
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| 1 | Click on Debtors, Processes, Enter Debtor Payments |
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| 2 | After logging in, search for the customer you wish to allocation credits to. |
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| 3 | Click on the first Credit, Negative Invoice or Over Payment. Then click on F5 - Allocate | |
| 4 | Then click on the invoice you wish to allocate this credit to by pressing F5 - Allocate.
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| 5 | Press F9 to save |
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