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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC |
all regions |
Providing an invoice has not been paid out of AgencyCloud, a receipt that has been used to pay invoices, providing those invoices have not been paid out of the systeminvoice(s) can be unallocated
1. Unallocate receipt From the ledger where the funds that need allocating exist:
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2. Finalise the unallocation All related transactions for the funds initial allocation are shown:
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3. Review the | ledger ledger
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Related issues Providing an invoice has not been paid out of AgencyCloud, a receipt that has been used to pay invoice(s) can be unallocated |