Page Comparison

Pay

Generates and allocates a new customer payment for the selected open item(s). The amount in parentheses shows the balance of the selection.

Highlight the open items you want to pay, then click Pay to generate and automatically allocate a new customer payment.

Options:

• Once this is done, select all of the customer payment lines
• Click "Show Source in Report" - all the invoices should come out on one printout

Allocate

Generates an allocation for the selected open item(s). Highlight the open items you want to allocate, then click Allocate to generate an allocation.

Group filter options

Image Added

Statement View: This allows you to group the open items in the listis to show the same open items that print on the customer statement. Being all outstanding open items and any credits/payments that are dated in the current month.

View filter

This allows you to view only unallocated open items, or all open items.

Options:

• Once this is done, select all of the customer payment lines
• Click "Show Source in Report" - all the invoices should come out on one printout

Show Details

Opens the selected open item in a new tab.