The Allocations window shows all payments that have been made and allocated against invoices, debit notes and credit notes. The net result (value) of an allocation will always be zero.
You can reverse an allocation from here also.
Viewing an allocation
- In the navigation panel, click Relationships then click Allocations.
- Locate the allocation you want to view. You can use the filter to view all allocations, today's allocations, or allocations with a status of Posting or Failed.
- Click on an allocation in the list to view more information.
The fields at the top of the screen show general information and balance details for the allocation. The Lines tab shows all the items that make up the allocation. Click on Source Record to view the original item.