Allocating a Payment or Credit

You may allocate a payment or credit to an invoice via either the payment/credit or the invoice.

  • When you add a payment to VenueOps, you are able to allocate it to any invoice for that account which has an open balance. See this article for instructions. Note that credits cannot be allocated on creation.
  • To allocate an existing payment or credit to an invoice, click on the payment or credit to open the details slider. In the details slider, click the in the upper right corner to edit the payment or credit.
  • When you create an invoice you'll be able to allocate any existing payments or credits on the account. See this article for complete instructions.
  • If you edit an invoice, you'll have the opportunity to allocate credits and payments. To edit an invoice, click it to open the details slider. Click the more info menu in the upper right and select Edit. If you don't see the Edit option, the invoice has already been sent. A user with the Accounts Receivable role will need to mark the invoice not sent before it can be edited. .

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