If the customer has funds available in his account (shown in the "Available Funds" line in the overview section), you can also manage the allocation of those funds from this screen.
- Click Allocate Available Funds.
- The Available Amount is shown at the top of the section. The list of outstanding invoices is shown in the Payment allocation grid.
- Enter the amount you would like to allocate to any of the outstanding invoices in the grid. The remaining unallocated amount is shown at the bottom of the grid. You do not have to allocate all of the funds at this time.
- Click Allocate to allocate the funds.