Client Statement - Unallocated / pre payments

[Patluke]

Hi

Would it be possible to show any unallocated payments received on a client statement, without having to show all payments (unhide payments).

Thanks for any help

Pat

[QFSteve]

Hello Pat

Its not possible I’m afraid.

The credit amount does show at the top of the statement.

For an internal breakdown you can view their record > View all payments > search and set type to unallocated as shown below.

[Patluke]

Hi Steve

If this is not possible, is it possible to adjust the balance owing to take into account the unallocated payment.

[Patluke]

Or move the item from the top of the statement to the bottom next to the balance.

[QFSteve]

Hello @Patluke

There is not much customisation that can be done to the statement unfortunately.

If this is not possible, is it possible to adjust the balance owing to take into account the unallocated payment.

Allocating the credit to an invoice would reduce the statement balance.