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Allocate customer transactions manually

Created on  | Last modified on 

Summary

Allocating customer transactions manually in Sage Accounting.

Resolution

  1. Go to Customer then Transactions and Allocate Receipts
  2. Select the customer account.
  3. Select what to display and click Refresh.

    TIP:

    Choose to view all Invoices, Invoices between a specific date range, or a specific invoice number.

  4. On the right, select a receipt and drag it to an invoice on the left.
  5. Click Save.

NOTE:

Select split unallocated item to allocate part of a receipt. Drag the receipt to the invoice and enter the amount you want to assign.

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