Customer Enquiries - Linked Type

Top  Previous  Next

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

Security Setup GeneralOpen HelpTabsUnlock MonitorQuick AddCalendarDashboardQuick_Access_Menu

Quick Add ConversationCompanyEmployeeQuotesWorkshopStock ItemsSupplierLedgerinvoiceFileCustomerextraCustomer optionsContactsConversationsAge analysisFinance ChargesStatementsCustomer detailCustomer journalsReceiptsCustomer add or editCustomer enquiryCustomer linked allocationCustomer lookupCustomer extended lookupCustomer Main Menu

      Arrow_Blue                                                       Arrow_Blue

Customer linked allocation type.

Note: There are two different forms (methods) that you can use to do the allocations. You can select which method to use on the Customer Main Form > Financial Info Tab> Allocation Type. Select between Amount Type or Linked Type.


This report shows the invoices, payments, journals and credit notes that make up each customer's account.

This form is used to link invoices to payments.

Payments you receive are allocated to specific invoices.  When a receipt is received there are two methods by which it can be allocated.

Debit CreditSaveFilter OutstandingPrintClear FilterRemove LinkOpen DocumentAdd Link
Customer Linked Allocation Form

Customer Linked Allocation Form