change a payment allocation

Hi aherath,

 

Thank you for your post. 

 

My understanding is that you want to change the payment allocation to the debtor. If this is correct, then can you please check the linked accounts? "Asset account for tracking receivables" and "Bank account for customer receipts" under Accounting >> Managed linked accounts >> select Sales. These two linked accounts should be different as "Asset account for tracking receivables" is generally a trade debtor's account.

 

Please let me know if you have further questions on this.

 

Cheers,

Princess

 

 

Hi aherath,

 

I would like to check back with you regarding your issue with allocating payments. May I know how you go about this? Was this resolved? Please let me know if you still require assistance so I can assist further. You may also start a new post if you need help in the future. I’m always happy to help.

 

Cheers,

Princess