Allocate Customer Payment
Allocate Customer Payments in Tigg: Linking Transactions to Invoices
Shyam
Last Update un mese fa
The Allocate Customer Payment feature in Tigg allows you to link customer payments, credit notes, or opening balances to invoices after the transaction has been recorded. This is useful when payments were recorded without allocation or when allocation needs to be updated later without modifying the original transaction.
You can access this feature from:
Sales → Allocate Customer Payment
Sales → Allocate Customer Payment
Overview
This section lists all customer-related transactions where the customer account is credited, such as:
Unallocated: Transactions that are either not allocated or only partially allocated to invoices.
Allocated: Transactions that have been fully allocated to invoices.
- Customer Payments
- Credit Notes
- Opening Balances
Unallocated: Transactions that are either not allocated or only partially allocated to invoices.
Allocated: Transactions that have been fully allocated to invoices.
List View
The list displays the following key fields:
Both the Allocated and Unallocated lists can be exported using the Options → Export All feature.
- Type: Nature of transaction (Payment, Credit Note, Opening Balance)
- Date: Transaction date
- Entry No: Reference number of the transaction
- Customer: Customer name
- Amount: Total transaction amount
- Allocated: Amount already allocated
- Balance: Remaining amount available for allocation
Both the Allocated and Unallocated lists can be exported using the Options → Export All feature.
How Allocation Works
When a transaction is selected, the system opens the allocation screen where all outstanding invoices for that customer are displayed.
Allocation Screen Details:
- Amount: Total invoice amount
- Left to Allocate: Remaining unpaid amount of the invoice
- This Allocation: Enter the amount to allocate from the selected transaction
- FIFO Option: Automatically allocates amount to oldest invoices first
- Clear: Removes allocation for that specific invoice
Steps to Allocate Payment
Go to Sales → Allocate Customer Payment
- Select a transaction from the Unallocated tab
- View the list of pending invoices for the customer
- Enter allocation amount in This Allocation field
- Optionally use FIFO for automatic allocation
- Click Save to confirm allocation
Steps to Update Allocation
- Go to Sales → Allocate Customer Payment
- Navigate to the Allocated tab
- Select the transaction for which allocation needs to be updated
- The allocation screen will display previously allocated invoices
- Modify the amounts in the This Allocation field as required or use Clear to remove allocation
When to Use
Allocation does not modify the original transaction; it only links payments to invoices. This feature is particularly useful when payments are recorded without linking to invoices or when allocations need to be corrected later.
It supports partial allocation and allows a single payment or credit note to be distributed across multiple invoices. This is also helpful when adjusting credit notes against outstanding invoices. Using this feature ensures accurate tracking of customer balances and improves the reliability of receivable and ageing reports.
It supports partial allocation and allows a single payment or credit note to be distributed across multiple invoices. This is also helpful when adjusting credit notes against outstanding invoices. Using this feature ensures accurate tracking of customer balances and improves the reliability of receivable and ageing reports.
👉 Final Step
Complete the cycle by reviewing Sales Reports.
Reports give you insights into performance, trends, and customer activity — helping you make better business decisions.