Record a receipt in Sales → Receipts. Pick the customer, enter the amount and how they paid, and it is shared out over their unpaid invoices, oldest first. Anything left over stays on their account as credit.
Steps
- Go to Sales → Receipts and press New.
- Choose the customer — their unpaid invoices are listed, oldest due first.
- Enter the payment under Tender. Check the Allocation column, then Save.
Good to know
- To pay a particular invoice instead, type the amount in its row. Auto-allocate takes you back to oldest-first.
- Cash sales are already paid and do not appear.
The full guide
Receive a payment against a customer's invoicesWhen a customer pays what they owe, record a receipt and say which invoices the money settles. Auto-allocate does this for you: it pays the oldest invoice first, then the next oldest, until the…