Allocating Payments

To allocate an item in a project's Debtors tab, carry out the following steps:

Select the radio button of an unallocated item. The New Alloc fields of the unallocated items become editable.
Click into the relevant item's New Alloc field.
To fully allocate the item amount, click Yes in the Do you want to fully allocate? dialogue box.
To partially allocate the item amount, click No. Then type the partial amount in the New Alloc field. The unallocated portion of the item amount will be entered automatically in the Alloc Left field.

Invoices and payments have been fully allocated have the word Fully in the New Alloc column.
Click Allocate when you are ready to perform the allocation.

Reversing an Allocation

There are two ways to reverse allocations: