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 Link Technologies - LinkSOFT Documentation 
Help > Link Web Applications Portal > Point of Sale >
Payment Allocation

Overview

Payment Allocation is used to take a payment and allocate it to invoices.

Steps

  1. Search for the "Customer" using key words
  2. Once the customer is loaded, expand the record and add a new payment
  3. Expand the payment record and tick which invoices this payment is made for.
  4. Once the payments are allocated, click on the "Post" button.
  5. View the receipt by clicking on the "Receipt" link.

Notes

  1. When posting the payment, un-allocated payments are created as an "On-Account" payment to the customer.
  2. "On-Account" payments can be allocated to invoices using menu "Point of Sale -> Customer Profile -> Payment"