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Invoicing

Invoicing - Allocating Transactions to Invoices

Allocating payments to invoices.

Last updated on 07 Dec, 2023

Step 1:  Go to the Transactions screen from the Financials menu.

 

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Step 2:  Create a new Transaction and allocate the contact. If there are any open invoices use the Invoice drop down list to allocate the correct invoice to the transaction.

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