Allocating a deposit

Owned by Alan Makawa (Deactivated)
Last updated: Nov 17, 2017 by Natalie Jobson
1 min read

Introduction

This guide shows how to allocate a deposit to a Credit Sale.

Assumptions

That a Credit Sale has been or will be raised to allocate the deposit(payment).

Where to find this

Click Income > Credit Sales > Deposits > Unallocated Deposits

This will open a list of deposits that are not allocated

Step-by-step

Step 1. Select the Deposit you want to allocate

Click allocate.

Step 2. You can now select to assign the deposit to a credit sale that was previously created.

Step 3. The allocated deposit can be viewed as an invoice by clicking the printer icon next to the

 

 

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