We accepted a payment from a supplier as part payment of an invoice which was tagged but remained unallocated. The remainder of the invoice was paid in another VAT period and tagged and allocated. Going back to allocate the initial payment I am unable to do so as this is part of a locked VAT payment and as such the invoice is showing as outstanding. Similarly, trying to delete and recreate the payment will not work as this is a locked payment. What is the best way to allocate the payment to the customer account to clear the invoice?
I take its payment from Customer not supplier, you can log receipt from invoice, click on log payment and tick Apply from credit (in yellow bar)
Go to the invoice you want to allocate the payment to, select ‘Log a Payment’ and tick the box to apply from credit.
Thanks Glenn, sorted.
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