How can I move unallocate credits that sit at the bottom of the receive payments screen from Custom
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Pam Anderson_9868150
Member Posts: 2 ✭
I have an unallocated Customer payment that I want to move to a holding account. How do I do this to remove from reports
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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.
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