Hello Karina,

When selecting the open items from the left list, you will see the whole amount outstanding on the invoice populated into the 'Amount' column.  This can be changed to the amount you wish to allocate to each line.  I have put an example below where I have 2 invoices for 10,000 each and my receipt for 18,0000 has been distributed by allocating 9,000 to each invoice.

I hope this helps.

Kind regards, Lisa

Thanks Lisa

I really appreciate your help. If I have already posted the receipt to the customer account how would I match it in "Manual Matching" screen 

Thanks

Karina

Thanks Lisa

I really appreciate your help. If I have already posted the receipt to the customer account how would I match it in "Manual Matching" screen 

Thanks

Karina

Hi Karina,

If you select the lines you wish to match and then click on the 'matching' button.

In this example I have posted a 2,000 on account and then come into the manual matching screen.  I've selected 2 invoices and the receipt.  When I click on the matching button the new window has automatically allocated the 2,000 but it has allowed me to go and redistribute the values in the 'Allocation' column.

Kind regards, Lisa