Allocating/Unallocating Payments & Invoices
Dentally will automatically allocate payments to the invoices it thinks are the correct ones, if however, you need to unallocate a payment and point it towards a different invoice, here’s what we need to do.
Unexplaining a payment
Watch the below GIF or read the step-by-step instructions.
Step-by-step instructions to unexplain a payment
Clicking the Unlink icon
Confirm request to unlink the invoice and payment
You will now see an Orange question mark
The payment now needs explaining
Explaining a payment
Watch the below GIF or read the step-by-step instructions
Step-by-step instructions to explain a payment
Click the Orange question mark against the payment
This brings up the allocation screen
Choose the invoice you wish to allocate the payment to from the drop-down list
If you need to split the payment and allocate it to different invoices simply change the "To Pay” amount.