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Rafiq11
October 29, 2021
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Allocate customers' payments to account rather than invoices?

  • October 29, 2021
  • 1 reply
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One of my customers has been sending me random bank payments with no invoice reference and I am unable to match them.  They also cannot verify which invoices relate to the payments.

What is the solution in this case?

Can I allocate the payments to invoices that are outstanding?  Do I somehow allocate to the account - which will probably mean the invoices are left "open"?

Please advise.

Thanks

Best answer by Ashleigh1

Hello Rafiq, Welcome to the Community page, I would suggest you just start at the earliest and then work to the current date and match the same amounts together. 

1 reply

A
Ashleigh1Answer
October 29, 2021

Hello Rafiq, Welcome to the Community page, I would suggest you just start at the earliest and then work to the current date and match the same amounts together. 

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