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CCP - Customer Accounts - Allocations
CCP - Customer Accounts - Allocations

How to manually allocate payments and credit notes to invoices using the customer accounts screen in Cloud Commerce Pro

Dylan West avatar
Written by Dylan West
Updated over a week ago

While almost all invoices are allocated automatically to payments through Cloud Commerce Pro, you may at times wish to manually allocate a payment to an invoice and, if you are a trade seller, you will likely do this frequently. The allocation screen allows you to select the appropriate invoice and the appropriate payments or credit note and apply them to each other.

Please see our overview guide of the customer accounts screen for a more general introduction to this area of Cloud Commerce Pro.

1. Admin Centre

From the admin centre in Cloud Commerce Pro, click "My Customers".

2. Customer / Company List

Find the customer you require from the list either by using the search box or using the alphabetised filter along the top.

3. Customer / Company Details

From the customer details screen click "View Accounts".

4. Customer / Company Accounts

On the customer accounts screen click "Allocate".

5. Credit Notes & Payments

The invoice allocation screen shows all available credit notes and payments as well as any outstanding invoices that can be allocated against.

In this example we are using the credit note as shown below. Click the credit note to select it.

6. Invoices

You can apply your selected credit note or payment to an invoice in one of two ways. If you don't want to use the full amount, type what you need into the text box provided. If you are happy to use it all, simply click "Apply Full" and the full amount will be added.

7. Review & Confirmation

Everything you are allocating can be viewed on the right. Ensure this is correct and click "Confirm Allocations".

8. Show Allocations

You can now check that your allocation has applied to your selected invoice by finding it in the statement list and clicking "Show allocations for this transaction".

9. View Allocations

Here you can see the allocation information under the "Reference" and "Amount Allocated" headers.

10. Other Customer Accounts Guides

Click the links below for detailed guides on how to use each function of the customer accounts screen.

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