ALLOCATE CUSTOMER PAYMENTS OR CREDIT NOTES
The Customer Allocation Credits or crediting is the procedure whereby the customer makes a payment, and we distribute the payment among the invoices that were charged to the customer.
- STEP 1: Log in to your back office interface >> Select sales module.
- STEP 2: Select Allocate Customer Payments Or Credit Notes
- STEP 3: Customer must made a payment process to be visible in the customer allocation.
- You must select your customer and you will see pending transaction
- Tap the money Icon
- STEP 4: You must check the left allocated (Money paid by the client)
- This allocation is the amount that the client will pay for that specific invoice.
- After, process to process allocation
