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