How can I move unallocate credits that sit at the bottom of the receive payments screen from Customers to a witholding account

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  • Updated 11 months ago
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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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Pam Anderson

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Posted 11 months ago

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Tanya Briggs, Accredited Partner

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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.