Molo can keep track of a customer's prepayments, deposits, credit notes, and overpayments. Allocating these Payments and Credits is easy to do from the Payment screen of an outstanding invoice. An animation and steps are below on how to do such an allocation.


Steps to Allocate Customer Credit to an Outstanding Invoice

  1. Open the Contact --> Account -- Invoices tab or the Reservation --> Billing tab.
  2. Locate an outstanding invoice with a positive balance such as a Standalone Invoice, Reservation Invoice, or Service Invoice.
  3. Press View --> Pay on the outstanding invoice.
  4. On the Payment screen, when a customer has credit available from a payment, overpayment, deposit, or credit note, you will see a prompt indicating "Customer has credit available."
  5. Press Allocate Credit.
  6. Check the box next to the credit you wish to allocate and click Allocate.


Steps to Remove Allocations

  1. Open the Contact --> Account -- Invoices tab or the Reservation --> Billing tab.
  2. Locate the Invoice or Credit Note that you would like to remove the allocation from.
  3. Press View --> Refund on the
  4. On the Payment screen, follow the allocation line that you would like to remove.
  5. Select the Pencil --> Delete Allocation



Screenvideo: How to Allocate