Client Invoice - Allocations View

The Client Invoice Allocations view lists documents that have been allocated against the invoice.

Documents that can be allocated against an invoice are Receipts and Credit Notes.

To navigate to the Allocations tab of a client invoice click on the Allocations tab on the left of the invoice.

The allocations list contains the document number and the amount allocated from the document against the invoice.

The document number is a hyperlink field that when clicked will open the allocation document.