Allocate/Split Payments

Allocate/Split a Payment Across Multiple Jobs (for a customer or an account)

Learn how to apply payments to multiple jobs either for a customer or an account.

Bill phased jobs together and split payments across jobs.  Enter payments that apply to multiple Jobs/POs when a single large payment is received.


0:03 Allocate payments for multiple jobs on one customer
0:22 Using the Allocate Payment interface
1:08 How the payment shows up in Job History
1:34 Allocate payments with no open/completed payment actions
2:20 Allocate payments for an account/dealer/partner