How to allocate customer receipts on the customer statement

If you have created a customer receipt and haven’t allocated it to an invoice or invoices you can do this within customer setup.

1. Go to the Sales Ledger > Customer Setup.
2. Select the customer you want to allocate a receipt for.
3. Select the Financials Tab and click on the box with the mouse icon next to it, to load the statement.

4. From the statement, you now need to select the ‘Tidy Account’ button

5. You will now need to select the invoices you want to allocate and the receipt you want to allocate them against, as shown below.
6. In the allocated field you can adjust the amount you want to allocate to an invoice by editing the figure.

6. Select Save icon. It will then ask you if you want to save this allocation, select ‘Yes’