Allocating a Payment

To allocate a payment:

  1. From the Actions menu, select Payments, and then select Allocate.

    If there is only one unallocated payment, the Allocate Payment dialog box appears, and you can skip the next step. If there is more than one unallocated payment, the All Unallocated Payments dialog box appears.

  2. In the All Unallocated Payments dialog box, select the payment you want to work with, and click Next.

    The Allocate Payment dialog box appears.

    Note:

    To see more details about a bill or to allocate to a specific bill unit, or item, click the Advanced View icon. See "Allocating a Payment to a Bill Unit or an Item".

  3. Click a bill.

    The amount available for allocation is automatically applied to the balance.

    Tip:

    Press Shift+select to contiguously select Allocate cells.

  4. (Optional) Select an allocation cell, and enter a specific amount to allocate.

  5. (Optional) Continue allocating funds to other bills.

  6. (Optional) Click Payment Details for more information about a payment.

  7. Click Save to complete allocating the payment, or Save, select another payment to allocate more payments.

Allocating a Payment to a Bill Unit or an Item

You allocate payments to distribute the payment amount among multiple bills or bill units of an account. If the account has multiple bill units, you can allocate payments to specific bill units. You can also allocate to specific items.

To allocate a payment to specific bill units or items:

  1. From the Actions menu, select Payments, and then select Allocate.

    You can also allocate a payment while making the payment.

  2. In the Allocate Payment dialog box, click the Advanced View icon.

  3. (Optional) In Search, enter text to find bills, bill units, services, or items.

  4. Click the bill, bill unit, or item that you want to allocate a payment to.

    The amount available for allocation is automatically applied to the balances.

    Tip:

    Press Shift+click to contiguously select and enter amounts in Allocate cells.

  5. (Optional) Click an allocation cell, and enter a specific amount to allocate.

  6. (Optional) Continue allocating funds to other bills.

  7. (Optional) Click Payment Details for more information about a payment.

  8. Click Save.

Related Tasks

Making a Payment