Functionalities

1. Users can view the list of payments for a customer
2. Users can allocate and unallocate payments.
3. Users can create payment and process a credit note , refund or void payments.

Steps to allocate and unallocate payments. Refer to Figure 1.

1. Click on the "Plus Sign" next to the payment number . This will list all the invoices for a customer.
2. Click in the "This Alloc" field and enter the allocation amount or remove the allocated amounts.
3. To auto allocate payment for an invoice, click on the row index for the invoice.

Figure 1: Customer Payments