Hi Dean,

When posting customer receipts, presuming this relates to customer payments against outstanding invoices, you can sort the outstanding invoices by date so that the oldest appears at the top of the list. This would still be a manual process but it would be a means of ensuring the oldest outstanding customer invoices were paid off first.

To sort the outstanding invoices, in Bank Accounts > Customer Receipt > Enter the customer account reference and once the list of outstanding items appears, click the Date column heading to re-sort the transactions in date order either ascending or descending as required.

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Andy,
Sage UKI

When doing receipts, if the payment will cover multiple invoices, you can enter the receipt amount and click on automatic. This will pay invoices in full going down the grid. Unallocated Credit notes make a mess, so allocate credit notes as soon as they are issued.

If you mean that you want to run to parallel sets of allocations, then there is no way short of running two separate companies in Sage and doing the work twice

I suppose you could write a report that listed invoices (allocated or not) newest to oldest stopping when the customer balance is reached. An interesting challenge for the report writing team!

Then you can continue allocating as you see fit and send the report to the credit insurance company

I suppose you could write a report that listed invoices (allocated or not) newest to oldest stopping when the customer balance is reached. An interesting challenge for the report writing team!

Then you can continue allocating as you see fit and send the report to the credit insurance company