Client Payment Allocations
This article is part of the Client Payments section.
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Setting Up Allocations
The Allocations process allocates client payments against charges, based on the priority you decide.
Priority is set against the Charge Heading. See: System Parameters - Creating Charge Headings, Charge Types and Budget Headings
If you do not set priorities, it will allocate payments to the oldest debt first.
Running Allocations
Once you have received client payments, you can run the Allocations process to apply these payments to the charges.
This process should be run regularly to avoid a backlog. The first time you run this process will take longer.
- Navigate to the Clients tab.
- Click Global in the action bar at the bottom.
- Select the Client Payment Allocations tab.
- In the Payment Allocations section at the top, click Allocate.
- This will start the process and allocate all client payments that have not yet been allocated, according to the priority you have set up.
If you need to pause the process, click Stop.
- Once the process has completed, you can check the Allocation Amount column on the Transaction Activity tab on the client accounts to see how much of each payment made has been allocated.
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