In the yacht invoice page the user has control over adding and allocating payments to invoices. Users can filter, view and print invoices and export invoices to Excel in order to create reports.
The default list will be set to “Unprocessed”. Select the invoice you would like to process and click on the view invoice button in the Tasks menu. The invoice will open to check, if you are happy close the window and you will be asked if you would like to post the invoice, click yes.
In the Tasks menu choose “Invoiced” from the filter section. Select the invoice and click on the “Add Matching Payment”. The amount to allocate must match the invoice amount in order to continue.