Outstanding Balances - Manually Allocating Payments
If your client owes you for more than one session, and has made a payment for less than their full balance owing, you can use Owl's Manually Allocate tool to accurately apply the payment to the correct session(s). Once you have received the payment:- Go to the Client Profile.
- In the left side Action Bar, click Record Payment.
- As long as the client owes you for more than one invoice, you will see a toggle labeled Manual Record
- Clicking this will open a list of all of the sessions which the client owes you money for. You can specify exactly how much a client paid by typing the dollar value into the field next to the session.
- Click Record Payment once you are ready. Your receipt will reflect the payment on the allocated sessions:
