Sorry if this has been dealt with elsewhere, but I have looked.
I have many bank receipts tagged as client income. I wish to allocate these to an annual sales invoice that I raise after the event and is on the sales account.
I cannot see how to allocate the bank receipts to an invoice either in a batch or indivually.
Any reply would be gratefully received.
Hello @CamplingCo
Prepayments on client accounts can be allocated to invoices by opening the invoice and clicking log payment.
Steve, Thanks for the reply.
I am trying to allocate monthly payments throughout a year against a specific invoice that is created subsequently. Therefore it does not work just to apply the whole of the credit balance on the account.
Hello @CamplingCo
It will apply the oldest credit first.
What you could to give you more control is do is refund all the payments on the Client account to a dummy bank account on the respective dates then pay off the invoices using the dummy account as of the correct dates (Once complete the dummy account balance will be nil).
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