Payments & Allocations

Use Billing > Payments to record money received and apply it to eligible billing documents.

Record a payment

1. Select the customer.
2. Enter the payment amount and date.
3. Select the payment method.
4. Enter reference or check information where applicable.
5. Apply the payment to one or more eligible invoices.
6. Review and post the payment.

Allocations and unapplied credit

An allocation shows how a customer payment was applied to one or more billing documents. A payment may remain partly or fully unapplied until it is assigned to an eligible invoice or document. Use Customer Inquiry to review allocations later.