Turning on Allocated Payments for Receipt Including Payments

Turning on Allocated Payments for Receipt Including Payments

Step 1: Navigate to Settings - Account Settings - Practice Settings

Step 2: Select the Invoices tab and choose the dropdown under 'Make this a receipt including payment(s)'.

Step 3: Select 'Allocated Payments'.


When turned on, the receipt will only show payments allocated to the chosen professional. Unallocated payments &/or payments allocated to another professional will not be available.


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