How do i allocate 'unallocated credit'?

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  • Question
  • Updated 2 years ago
Hello,

I have a client who has $403.73 in unpaid items, $5.09 in unallocated credit leaving an account balance of $398.64.

How do I apply the unallocated credit to the account? I would like to do this before i send the invoice so the client has the true figure owing.

Thanks!

Lucy 
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Charles

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  • confused

Posted 2 years ago

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Cath Gomboc

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just go to payment, and allocate, and pay off as per normal.  in the payment screen it will default to use the credit anyway.  Easy!
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Charles

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Hi Cath! Thanks for your quick reply. I am a beginner so i still don't understand sorry!
I've gone into the client file, then into the payment screen. What exactly do i do from there? i need baby steps :-) thanks, Lucy
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Judy Maier

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Hi Charles, in the patient screen hit the payment button. Input payment of $5.09 and which transaction you want to allocate the payment to. the next screen asks you how they paid and will default to in allocated payment .... Process and you're done
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Charles

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Thank you Judy, all done. Much appreciated!