Overview
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.
Reference
Fields
| Name | Description |
|---|---|
| Type | |
| Number | |
| Status | |
| Date | |
| Card | |
| Value | |
| Payment Discount | |
Balances | |
| Balance Current | |
| Balance 30 Days | |
| Balance 60 Days | |
| Balance 90 Days | |
| Balance 120 Days | |
| Balance Forward | |
Lines tab
| Name | Description |
|---|---|
| Transaction type | |
| Transaction Number | |
| Date | |
| Age | |
| Description | |
| Value | |
| Allocate | |
| Discount | |
| Balance |
Getting Started
The topics in this section provide you with information about how to use the Allocations functionality within Readysell.