You can allocate single or batch invoices through Sales Invoice Allocation. Please note that at least one unallocated receipt and invoice for the required customer are available.

To allocate from the Customer Account

1. Log in and from the Business page, click the required business.
2. Click the dropdown icon from the inline menu, and click Allocation on the Customers page.
3. It shows the outstanding or unallocated receipts and invoices on the Invoice Allocation page.

Allocate Receipts to Invoices

1. The Invoice Allocation page displays all unallocated receipts and outstanding invoices. Note that for successful allocation, the figure in the Left to Allocate field must be zero, post-allocation.
2. To have BrightBooks allocate the receipts, click Auto Allocate.
3. Auto-allocation gives you no control over the allocation. See below the way the receipts are allocated. Note the Left to Allocate field displays zero.

OR

1. When you tick the tick box beside the Date heading for both Receipts and Invoices, the total Receipt' and Invoice amounts are moved under the Paid heading.
2. However, to successfully allocate by this method, the receipts’ and the invoices’ amounts must be equal.

OR

To allocate manually and create a receipt from the Invoices and Credit Notes page

1. To manually allocate, under the Invoices heading, click on the dropdown on the right side of the Invoice, select Pay, enter the receipt amount, as appropriate, under the Paid heading.
2. To save the allocation, click Save. 

Use the above allocation option if you need to mark the invoice as paid and create a Receipt.  If you already have a Receipt posted on the account to allocate to the Invoice, please follow the steps below, as completing the above will create a new Receipt, which will cause a duplication.

     OR

To allocate an existing receipt on the Receipts page

1. Log in and from the Business page, click the required business.
2. Click on Banking on the left panel, select Receipts.
3. Find the receipt you want to allocate, and on the dropdown select allocation.
4. Tick the Invoice(s) you want to allocate to the receipt.
5. Click Save to save the allocation.

Use the above allocation option if you already have an existing receipt to allocate against the invoice.