Allocations refer to any payments or credit notes that have been applied to a document, such as an invoice. If you need to review or adjust these allocations, follow the steps below.

1. View Allocations

  • Open the document (e.g., an invoice).
  • Go to the Allocations tab.
  • You’ll see a list of items applied to the document, such as:
    • Credit Notes
    • Payments

Example: An invoice for £5,000 might show a £500 credit note and a £1,000 payment, leaving £3,500 outstanding.

2. Reallocate or Adjust Allocations

  • Click the three dots at the top of the screen.
  • Select Reallocate.
To Unallocate:
  • Click on the item (e.g., a payment or credit note).
  • Select Remove to unallocate it completely.
To Adjust the Amount:
  • Click into the item.
  • Update the amount (e.g., change a £1,000 payment to £500).
  • Click Apply.

The system will automatically recalculate the outstanding balance based on your changes.