{"id":2173,"date":"2017-11-17T09:35:08","date_gmt":"2017-11-17T09:35:08","guid":{"rendered":"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/?p=2173"},"modified":"2017-11-17T09:35:08","modified_gmt":"2017-11-17T09:35:08","slug":"how-to-view-an-allocation-on-a-customer-account","status":"publish","type":"post","link":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/?p=2173","title":{"rendered":"How to view an Allocation on a Customer Account"},"content":{"rendered":"<ol>\n<li>Go to Sales Invoicing &gt; Customer Setup.<\/li>\n<li>Select &#8216;financials&#8217; and select the outstanding balance (highlighted below) to bring up the Customers statement on screen.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2174 aligncenter\" src=\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2017\/11\/1-30.png\" alt=\"\" width=\"977\" height=\"578\" \/><\/p>\n<ol start=\"3\">\n<li>This will bring up the customer statement. Select &#8216;Full Statement From&#8217; to show up all invoices including allocated invoices. If you don&#8217;t select this you will only see unallocated items.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2175 aligncenter\" src=\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2017\/11\/1-31.png\" alt=\"\" width=\"984\" height=\"536\" \/><\/p>\n<ol start=\"4\">\n<li>Go to the invoice you want to see the allocation for and select &#8216;Item Allocated&#8217;. In the bottom grid you can now see the allocations made against this invoice. (another way to see this is by right clicking on the invoice and selecting &#8216;How Paid&#8217;).<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2177 aligncenter\" src=\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/wp-content\/uploads\/2017\/11\/1-32.png\" alt=\"\" width=\"989\" height=\"529\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>If you need to cancel an allocation, <a href=\"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/?p=1148\">click here<\/a> to see how to do this.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Go to Sales Invoicing &gt; Customer Setup. Select &#8216;financials&#8217; and select the outstanding balance (highlighted below) to bring up the Customers statement on screen. This will bring up the customer statement. Select &#8216;Full Statement From&#8217; to show up all invoices including allocated invoices. If you don&#8217;t select this you will only see unallocated items. Go [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,20],"tags":[],"class_list":["post-2173","post","type-post","status-publish","format-standard","hentry","category-howtoguides","category-howtooffice"],"_links":{"self":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/2173","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2173"}],"version-history":[{"count":0,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/2173\/revisions"}],"wp:attachment":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2173"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2173"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2173"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}