Solution Properties
Solution ID:
260702081724330
Last Modified Date:
Thu Jul 02 09:21:48 UTC 2026
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Find the associated receipts for a Sales quick entry
Description

Allocation Methods

There are two ways to allocate a receipt against a quick entry (QE) invoice. How you allocate the receipt determines how you find it.

Customer Receipt Method

When you create a customer receipt, you can select multiple outstanding QE sales invoices. At this point, you can allocate them against the one customer receipt.

Customer Allocation Method

You can also create a customer payment on account. Then, allocate it against multiple outstanding QE sales invoices.

Cause
Resolution

Find customer receipts against sales quick entries

Select the allocation method you used for the steps to find the related receipt:

Customer Receipt Method ▼

To find which QE sales invoices you've allocated against the one receipt:

  1. Click the Contacts tab, then Customers and click appropriate customer.
  2. Under the customer Activity, click the appropriate Customer Receipt.
  3. The Customer receipt screen shows all associated QE Sales Invoices.
Customer Allocation Method ▼

To find which QE sales invoices you've allocated against this customer allocation:

  1. Click the Contacts tab, then Customers and click appropriate customer.
  2. Under the customer Activity, click the appropriate Customer Allocation.
  3. The Account Allocation screen shows all QE sales invoices associated with the customer payment on account.

 

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