View Invoice Payments and Allocations

Modified on Fri, 23 Sep 2022 at 03:10 PM

TABLE OF CONTENTS

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



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article