In this form you can browse Customer transactions and look for those that are still unpaid or un-allocated. You can allocate/knockoff the payments and credit notes to the Invoices.
- Select a customer
- Restrict document range by dates
- Choose document types and click Search
- Use icon on the right hand side to allocate customer payment against invoices
Tips and Tricks
Use show settled checkbox to see also settled documents for a reference. You can also change allocations here. Overdue items are shown in different color.