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Home > Dealership Software > Help Guides > How to allocate a part payment against a customer or supplier invoice
How to allocate a part payment against a customer or supplier invoice
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This guide will show you  how   allocate  a part payment against an invoice, for instances where a customer is wanting to pay off an invoice over time.


If the customer is a cash customer (Account Info is CASH), the invoice type will need to be changed to ACCOUNT. This enables the invoice to be processed with a balance due amount, which can be paid off in the future.



Once the invoice has been processed, it will show a balance due amount. You can then allocate the part payment against the invoice to reduce the balance.


1.       Click on the ‘+’ icon at the top right of the page and select Customer Payment from the  dropdown  menu;



2.       Search for the customer and double click to select;



3.       Click on the green search icon to bring up a list of invoices with outstanding balances;


4.       Click on the invoice to be paid. Please note that only processed invoice(s) will appear on the list. Then click on the green ‘Select’ button;



5.       Enter the payment details;

  •          Change post date if necessary
  •          Click into the Applied Amount field to enter the amount being paid
  •          Select the Payment Method
  •          Click the green Apply button
  •          Click Process to process the payment





6.       The invoice details will now show the amount of the invoice and the balance owing;



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