Reconciling an overpaid invoice with an unpaid balance on another invoice

1

How do I reconcile an overpaid invoice with an unpaid balance on a new invoice

2

Edit the original receipt to either:

  1. Set the allocation field to “Automatic”, or
  2. Add a line and allocate the appropriate amounts to each invoice.
1 Like
3

Thanks. Where do I find the allocation field?

4

On the Edit screen, the same place you created the transaction.

5

Thank you