Add cash allocation

Watch a quick video showing you how to add a cash allocation, and scroll down for more information

 

Additional information

Can I pay multiple invoices?
Yes, just select another invoice in the next row of the spreadsheet

Can I pay via different methods here?
No, you can only use one payment method per allocation

Does the invoice need to be fully allocated?
No, 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'



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