Allocate payments, receipts, credit notes and invoices (video)

This video shows you how to:

  • Allocate a single credit to a single invoice.
  • Allocate a single credit to multiple invoices.
  • Allocate multiple credits to multiple invoices.
  • Deal with small differences.
  • Deal with a settlement discount.

Note: Although this video refers to purchase allocation (supplier allocation), the process is exactly the same for customer allocation (sales allocation).

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