VisionVPM automatically allocates payments against the oldest unpaid invoice.
Unallocating an invoice
You can unallocate an invoice by clearing the corresponding field in the Allocate Pay column.
When you unallocate an invoice, VisionVPM displays a message similar to the one below regarding the unallocated amount:
When you click Save, VisionVPM will display the following prompt:
Click Yes.
VisionVPM displays the outstanding invoice and the balance of the payment in the Outstanding column on the Client Activity window.
Unallocate all invoices
You can select to unallocate all invoices on the window, by clicking the Clear Allocation button.
Automatic allocation
If you have unallocated invoices and you wish VisionVPM to allocate them again, simply select Automatic Allocation On and VisionVPM will mark all displayed invoices as paid.
Or you can simply choose to allocate the invoices that you wish to by clicking the corresponding field in the Allocate Pay column.
Allocate different payment amount
You can allocate different payment amounts to what VisionVPM has automatically allocated.
Enter the payment amount that you wish to pay off a selected invoice, in the corresponding This Payment field.
In the example below, the payment amount of $40.00 was changed to $30.00, leaving $10.00 unallocated.
On Hold invoices
You can put invoices on hold or take them off hold by selecting the corresponding field in the On Hold column.
You would put an invoice on hold, for example, when there is a dispute over an invoice and you do not want VisionVPM to allocate payments against it.
VisionVPM displays On Hold invoices with an exclamation mark next to the date on the Client Activity window.
Previous unallocated payment amount
If a client has payments that have not been previously allocated and you enter another payment for the client, VisionVPM applies the unallocated payment first before allocating the current payment.
When you click Payment from the Client Details window, VisionVPM displays a message similar to the following:
When you click OK, the Client Payment window will be displayed, containing a Use the unallocated amountcheck box as shown below:
You can choose to not use the previous unallocated amount by clearing the Use the unallocated amount check box. This will leave the amount unallocated.
