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How to allocate a client payment

Unallocated client payments in Crunch will need to be associated with one or more invoices. For more information about unallocated payments, please click here.

You will be taken to your remaining unallocated client payments after bank reconciliation if you have created new client payments while reconciling your account. However, you can easily access this list at any time by firstly navigating to your list of client payments:

Using the "Allocation status" filter and selecting "Not fully allocated" will present you with a list of all of your payments which have not yet been entirely allocated.

You can see how much you have unallocated and allocated in the columns of the table:

To allocate the payment, simply use the relevant "Options" button and click "Edit".

You'll then be presented with an "Edit Payment" screen where you can allocate the amount. In our example, we received a payment of £1,200 which we are going to allocate to the relevant invoice. If your client pays you in bulk for several invoices, you can allocate the payment amounts accordingly to each relevant invoice.

Clicking on "Update client payment" then allocates the payment to the invoices, and you will see the invoice(s) the payment is allocated to in your client payments list.


Last Updated: 12 Apr 2019 02:18PM BST
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