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How do I allocate an incoming payment against several invoices?


If a customer pays several invoices with one payment, you have to manually allocate the received amount to the respective invoices.



  1. Open “Payment” from the menu.
  2. Add a new payment.
  3. Select the Business Partner.
  4. Select the Document Type Incoming Payment.
  5. Select the Currency according to the invoice.
  6. Go to the record tab “Allocate” at the bottom of the page and click . An overlay window opens up.
  7. Enter the Invoice for which you have received the payment.

    Note 1: Hit SPACE to see all unpaid invoices of the business partner.

    Note 2: The Amount is taken over automatically from the invoice.

  8. Click “Done” to close the overlay window and add the invoice to the list.

    Note: Repeat steps 6 to 8 for all invoices that were paid with the received payment.

  9. Complete the invoice.
  10. To review the invoice status, go to the record tab “Allocations” and zoom into the field in the column Invoice of the respective allocation line.


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