How to Apply and Remove Allocations for Prepayments, Deposits, Credit Notes, and Overpayments : Molo, Inc.

"How do I do payment allocations?

"How do I allocate a Credit Note?

Molo can track, apply, and remove payment allocations for prepayments, deposits, credit notes, and overpayments.

Performing Allocations to an Outstanding Invoice

Open an existing invoice in the Payment screen:
- In the Contact screen, navigate to Account tab > Invoices tab.
  - Click on an invoice, then click Pay.
- In the Reservation Preview screen, navigate to Billing tab.
  - Click on View for a reservation, then click Pay.
The Payment screen will display the text "Customer has credit available" at the top.
Click Allocate Credit. A pop-up window will open.
In the Credit Allocation screen, select the Credit to allocate. The Allocation Amount will automatically populate with the Available Amount and can be edited.
Click Allocate.
Click Save to Account.

Removing Allocations From an Invoice

Open an existing invoice where an allocation was applied in the Refund screen:
- In the Contact screen, navigate to Account tab > Invoices tab.
  - Click on an invoice, then click Refund.
- In the Reservation Preview screen, navigate to Billing tab.
  - Click on View for a reservation, then click Refund.
Find the line item for allocation to be removed.
1. Click Edit (pencil icon) > Delete Allocation. A confirmation screen will appear.
  1. Click Ok, Please Delete.
2. Click Save to Account.

Molo, Inc.