Payments
Record payments, allocate them to invoices, and manage unallocated payments.
Recording a PaymentRecording a payment captures money received from a payor and ties it to one or more finalized invoices so you can later allocate it against specific invoice lines. Every payment starts as a Draft.Allocating Payments to InvoicesAllocating a payment applies its funds to specific invoice lines, reducing the outstanding balance on each one. A payment must be posted before you can allocate it.Managing Unallocated PaymentsAn Unallocated payment is posted money that has not been applied to any invoice line. A Partial payment has some, but not all, of its amount applied. Both represent funds that still need attention.