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Unallocated payment/Credit in the supplier needs allocating

How to allocate on the supplier a payment made that hasn't gone all against invoices How to allocate a refund against a credit note posted

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Written by Valeriu Holtea
Updated over 6 months ago

Follow the below steps to allocate the payment against outstanding invoices:

  1. Select Purchase Enquiry.

  2. Find the relevant Supplier code in the search.

  3. Select the Supplier.

  4. Click on the Transactions tab.

  5. Find the relevant payment and select Match at the top.

  6. Select the relevant Match Type at the top for the invoices.

  7. Click on the invoice required and how much is been allocated against it.

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