To load a creditors invoice or credit note, go to: Platform > Creditors > Work with Creditors

Understanding the Approval Settings

Setting an Approved Amount

When you want to pay a creditor's invoice, or just want to allocate a payment to the invoice, you must set the amount approved.

Allocating a Payment Against a Simple Invoice Selection.

If it is a simple allocation that you can see immediately, then process a simple allocation.

Allocating a Payment Against a Complex Invoice Selection

Sometimes it is not so simple to make the allocations so it is a good idea to plan this.

1. Set companies whom you receive a lot of invoice from as "Requires Approval"

2. Load in the Creditor's Invoices as you receive them

3. When paying or wanting to allocate a payment: