If you have a Customer that wants to come in and make a payment for multiple invoices with one payment or pay an invoice that is dated in the future an Invoice, you would need to Take Payment On Account.

  1. Open the Contact
  2. Towards the upper right, select Actions then Take Payment on Account
  3. From there fill out the details on the Payment and finish the Transaction
    1. Selecting the 'Auto-Allocate to Invoices' will take the funds from the Transaction and allocate to the oldest unpaid Invoice and continue allocating to the newer invoices until there are no funds left