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Unallocated invoices/payments

Submitted by Matt C on Sat, 01/10/2022 - 15:28
in

Gday all,

I felt like this had been asked but a search for "unallocated" got no hits.

We have a situation where rarely we have a payment not get allocated to an invoice.

This hasn't had us losing any sleep except that those payments also do not appear in our till balance report.

 

Happy to submit any info to help drill down if that is helpful, off forum.

Cheers

Matt

‹ openoffice integration Medication Label Orientation ›

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Re: Unallocated invoices/payments

Submitted by tanderson on Mon, 03/10/2022 - 07:55.

This can occur if an invoice is currently in a gap claim. Allocation will occur after the claim is paid.
If this is not your situation, contact support so we can investigate further.

Re: Unallocated invoices/payments

Submitted by Ben_Charlton on Thu, 06/10/2022 - 08:19.

My understanding is that payment allocation is ONLY used specifically for GAP claims - at the moment you cannot use allocation specifically for other payment types.  Payments allocate to the oldest balance automatically.

 

Regards
 
Ben 
OpenVPMS Installer and Helper 
Ph: +61423044823 
Email: info[at]charltonit.com[dot]au

Re: Unallocated invoices/payments

Submitted by Matt C on Sat, 22/10/2022 - 14:01.

Thanks guys,

Now I need to remember where I recorded the customer details so I can follow it up....

 

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