Sales invoicing and receivables · Guide 85 of 624

Allocate credit notes and payments

When a customer has a credit note or an unallocated payment, RockifyERP lets you apply it to their open invoices.

How to do it in RockifyERP

  1. Open Payment Reconciliation.
  2. Choose the company and the customer, then click Get Unreconciled Entries.
  3. Match each credit note or payment to the invoices it should clear.
  4. Click Reconcile.

Tip: Reconcile monthly so customer statements show only genuinely open items.

Related RockifyERP guides

Need more help with RockifyERP?

Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.

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