How can I move unallocate credits that sit at the bottom of the receive payments screen from Custom

Pam AndersonPam Anderson Member Posts: 2
edited January 2019 in Accounts Hosted
I have an unallocated Customer payment that I want to move to a holding account.  How do I do this to remove from reports


  • Tanya BriggsTanya Briggs Member Posts: 63
    edited December 2018
    One way would be to create a tax invoice to that customer (using an item linked to a chart of accounts code for a holding account).  Then using the Receive Payments window, apply the credit to the invoice.

Sign In or Register to comment.