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
Pam Anderson_9868150 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

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  • Tanya Briggs
    Tanya Briggs Accredited Partner Posts: 75 Accredited Partner Accredited Partner
    edited December 2018
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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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