Purpose

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.

Procedure

• 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.