How to allocate a receipt to an invoice

Step-by-step guide 

When on the Receipt Allocation screen, there are 3 allocation boxes right at the top of the screen to help you keep track of the amounts being allocated for the receipt if you were allocating against multiple invoices at once. 

The boxes detail the following

1. To Allocate = total amount of the receipt to be entered (this field does not change) 
2. Allocated = amount currently allocated 
3. Unallocated = Money left to be allocated to finalise this receipt (ie box one minus box two) 

To allocate money against the bill you have raised, on the allocation screen: 

1. Ensure the allocation type is set 'M - Matter Debtors.' 
2. Enter the matter no. into the matter field. 
3. Select your invoice by opening the ellipses in the 'Apply to Invoice' box. 
4. Select the relevant details in the details box.