I had a few unallocated payments from clients that I tagged to the client but not to an actual invoice as they pay multiple invoices at the same time - when I go to the clients screen I can’t see where the unallocated payments are? Is there a way of tagging them to an invoice after stating that the payment is unallocated, or will I have to delete it from the bank statement and re-tag? Hope that makes sense!
If you allocate payments to a client and not directly to an invoice you should be able to see this balance on the client detail screen.
To allocate those payments on account to an invoice, just go into the invoice you want to pay and select the option “Log a Payment”. You should see a yellow bar where you can then allocate from credit.
