Is it possible to receive payments from a customer into their account without allocating it to an invoice?
The only options for allocation I saw was a “Automatic” or a specific invoice.
I made a temporary workaround by creating a $0 invoice in year 2000 and I allocate to that as a holder. Then I have to view the invoice to see what payments are made to it (the invoice unfortunately stays at 0 instead of negative.)
This is for receiving payments from tenants which are allocated to lease terms rather than time - like, in order 1)outstanding fees, 2)repairs, 3)utilities, 4)other charges, and 5)then finally rent. Sometimes tenants make payments before invoices are even generated because we haven’t gotten the repair bills so allocating to oldest rent due would be out of order.
I’m used to QB where each payment and invoice had open balances until they were fully allocated and it was a good way to see what invoices weren’t fully paid or payments not yet fully allocated.
Thanks for your help.