Allocate customer transactions together
Summary
How to allocate customer invoices, credit notes, or refunds, payments on account together in Sage 50 Accounts.
Description
The Customer Receipt window helps you easily record receipts and allocate them to the relevant invoices.
If you have transactions are missing or are grouped on the Customer receipt window, follow our article.
You can also allocate outstanding:
Select what you'd like to allocate:
- Allocate a credit note or payment on account to an invoice
- Allocate an unallocated customer refund to a credit note
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Solution Properties
- Solution ID
- 200427112244880
- Last Modified Date
- Tue Aug 11 15:22:09 UTC 2026
- Attributes
-
Product DetailsModules: Bank feeds
- Views
- 0