How to Use the Payment Allocation Module

Owned by Mike Romano
Aug 15, 2024
1 min read

  1. Sign in to a PlayerFirst website.

  2. On the left navigation, click Sales > Invoices.

  3. Use the search and filters to find the invoice you want to edit.

  4. Click the invoice number to open the invoice.

  5. The Payment Allocation Module can be used when editing a payment under Payment Schedule and History, or when applying a new payment.

  6. When the Allocation Module initially displays for new payments, the payment is automatically evenly distributed across all invoice items.

  1. Under the Applied column, adjust the amounts next to each item to reflect the correct allocation. You aren’t finished until the amount next to Remaining: is $0.00.

  2. Click Save.

  3. Under Invoiced Items, confirm that the new allocation is reflected under the Balance column.