Assigning Existing Payments

When you add a payment which is not assigned to a document, you can still assign it later.

To assign a payment

  1. Select Contacts from the left source list.
  2. Select a client or supplier.
  3. Select the Payments tab in the right pane.
  4. Click the Assign button inside the payment list next to the payment date.
    If you don't see any Assign buttons than there are probably no assignable payments. In order test these outlined steps, add a payment with a big amount so that the client or supplier does not owe you money.
  5. In the opened sheet you will see a list of unpaid invoices, if any exist. Totals will assign the amount of the current payment to these invoices and create a new payment for the remaining money, if any exist.