Allocating Customer Payments

ERP ERP allows you to allocate customer payments to specific invoices. This feature ensures accurate financial records and reduces outstanding balances.

1. Navigate to the 'Sales Module' and click on 'Payments Received.'
2. Select the customer from the list to view their outstanding invoices.
3. Click on 'Allocate Payment' and enter the payment details, including the amount and payment method.
4. Match the payment amount to the specific invoice(s) by selecting the invoices to allocate the payment.
5. Review the allocation summary and ensure the payment amount is applied correctly.
6. Click 'Save' to complete the allocation, and the system will automatically update the invoice status to 'Paid' or 'Partially Paid.'
7. Generate a receipt and share it with the customer if required.

• Navigate to the 'Sales Module' and click on 'Payments Received.'
• Select the customer from the list to view their outstanding invoices.
• Click on 'Allocate Payment' and enter the payment details, including the amount and payment method.
• Match the payment amount to the specific invoice(s) by selecting the invoices to allocate the payment.
• Review the allocation summary and ensure the payment amount is applied correctly.
• Click 'Save' to complete the allocation, and the system will automatically update the invoice status to 'Paid' or 'Partially Paid.'
• Generate a receipt and share it with the customer if required.