So generally my sales process is phone call, booking fee booking form goes to customer, they place order, I raised invoice and want to allocate that booking again the customer.
However I’ve had it a couple of times now, that when I search for the invoice it can’t be found. It’s shown as a pre-payment but can’t be allocated to the invoice.
Hello @Account
If you open the invoice and click “Log Payment” you should see and option to pay with the credit on their account.
This does not show however if the prepayment and invoice are in different currencies.
Hi Steve, that worked in the end, but I couldn’t do it the way I expected, which was to allocate the payment against the invoice, it was saying no unpaid invoice for the customer, even though it was showing as unpaid.
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