Using Unallocated Credit - TX Cloud

Using Unallocated Credit - TX Cloud

Let's take a look at this account. Refer to 
The customer has The following information on their account: 
Invoice Balance: R214 194.00
Unallocated Credit: R5906.00
Account Balance: R208288.00

We received a payment of R25000 from the customer. The customer has also sent through a remittance showing us which invoices they want the payment to be allocated to. 

Step 1 - Make the deposit
Our first step will be to receive the payment. This will be done as a deposit that will increase the customer's unallocated credit on their account.  
1- Click on the customer tab and search for the customer. 
2- Left-Click on the customer
3- On the top right corner, click on " Add Deposit"
4-Populate the popup with the correct information and click submit. (Remember to change the date to the same date the payment was made) 



Step 2 - Use Unallocated credit to pay invoices. 
After the deposit, the unallocated credit on the customer account has increased by R25000
Lets apply this credit towards the invoices on the customer remittance. 
1- Go to the customer tab, and click on "Enter Customer Payment"
2- Search for the customer. 
3- Select the invoices that need to be paid and click on "Apply Payment"
You will be prompted with a popup that lists the invoices you selected for payment. 
Take note of the following. The first bit of information you can see is the amount of unallocated credit that the customer has available. 
After that, the invoices are listed and this is where you can choose how much to apply to each invoice. 
At the bottom of the screen, there is a field that calculates how much is being applied to all the invoices and in the case of an overpayment, the amount that is applied to unallocated credit. 
4- Populate all the fields and be sure to select Account Credit as the Payment Method. 









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