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Apply money you are holding to an invoice

A customer paid before the invoice was issued, or paid more than was due: the money sits on account. Apply it to an open invoice without posting anything twice.

Steps

1. Open the invoice’s drawer under Invoices. The apply panel shows the money the customer has on account.
2. Press apply. The smaller of what is held and what the invoice still owes is applied. Nothing new is posted to the ledger: the receipt already credited the customer in full, so the books are the same before and after.
3. It is refused, with the reason named, for another customer’s money, for more than is on account or more than is outstanding, for a voided or settled document, and for a foreign-currency invoice or receipt, where matching would create an exchange difference.

The history of both the receipt and the invoice records the match. You need the permission that allocates a receipt.

Related

• Raise a customer invoice and issue it
• Record money a customer has paid you