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  • This article covers the steps to take to unallocate a receipt from an invoice.

  • It may be that the user made an error in allocating the receipt to the wrong invoice, or that it is necessary to allocate the receipt to a different invoice.

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Steps

  • Go to the relevant Account and click on the Finance Details tab.

  • You will see the Invoices, Receipts, Credits and Payments on the Account so far.

  • Click on the “Allocate” button:

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