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      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.

       

       
      Contents
      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