Allocate Customer Payment

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

This section lists all customer-related transactions where the customer account is credited, such as:

• Customer Payments
• Credit Notes
• Opening Balances

These transactions are categorized into two tabs:
Unallocated: Transactions that are either not allocated or only partially allocated to invoices.
Allocated: Transactions that have been fully allocated to invoices

The list displays the following key fields:

• 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

Users can search, filter, and select transactions to proceed with allocation.
Both the Allocated and Unallocated lists can be exported using the Options → Export All feature.

When a transaction is selected, the system opens the allocation screen where all outstanding invoices for that customer are displayed.

• 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

The user can allocate the amount fully or partially across one or multiple invoices.

1. Go to Sales → Allocate Customer Payment
2. Select a transaction from the Unallocated tab
3. View the list of pending invoices for the customer
4. Enter allocation amount in This Allocation field
5. Optionally use FIFO for automatic allocation

     6. Click Save to confirm allocation

1. Go to Sales → Allocate Customer Payment
2. Navigate to the Allocated tab
3. Select the transaction for which allocation needs to be updated
4. The allocation screen will display previously allocated invoices
5. Modify the amounts in the This Allocation field as required or use Clear to remove allocation

    6. Click Save to update the allocation

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 aging reports.