DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Automatic Payment Allocation


#1

I have a transaction where Manager has allocated a payment to (what seems to be) an incorrect invoice and would like to find out how this can be corrected.


#2

It would be helpful if you could explain more in details or provide some screenshots of how the Manager allocated the payment to the incorrect invoice.


#3

Manager will allocate customer credits, if they exist, to unpaid invoices, oldest first. You might find applicable information in this thread: Automated payments have caused overpayments?, or in this Guide: http://guides.manager.io/businesses/customers/customer-credits

Generally, to avoid automatic allocations, assign receipt of a payment from customer to Accounts receivable and the specific invoice.