View Invoice Payments and Allocations

Modified on Fri, 23 Sep, 2022 at 3:10 PM

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When you view the invoice, you can also view the payments applied (or allocated) to the invoice. An invoice is a bill you send a client so they can pay you for their services.

If a client has one outstanding invoice, their payment is allocated to that invoice. Sometimes, a client has several unpaid invoices and if their payment does not match a specific outstanding invoice amount, the payment is allocated to the oldest invoice(s) first, and to newer unpaid invoices. 


Tip: You can change the payment allocation. For instance, you can un-allocate a payment from an invoice and apply it to a different invoice. See How to Unallocate a Payment and Re-allocate it to another Invoice.


How Do I View Payments Applied to an Invoice?

Navigation: Clients > access a client account > Orders & Invoices


Step 1

  • Open the Invoice by clicking the blue "Invoice No."

View a payment allocation in dog walker software


Step 2

  • Click "Payment Allocation" in the left-side menu.

View a payment allocation in dog walking software


How Do I Unallocate a Payment and Allocate it to Another Invoice?

Navigation: Clients > Payments & Refunds > Payments


Step 1

  • View the payment details by clicking on the "Payment."
Note: Don't click on any of the text in blue as these links will take you out of the payments area.


Change a payment allocation in dog walking software


Step 2

  • Click "Allocations."
  • Click "Unallocate" next to the allocation you want to Unallocate.

Change a payment allocation in dog walker software


Step 3

  • Edit the amount to reflect how the payments should be allocated. 
  • Click "Allocate These Amounts."

Change a payment allocation in pet sitting software



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