Description
Allocate a customer payment across their open invoices oldest first, see which invoices are cleared or part-paid and how much is left unallocated on account.
- Automatic summary: Outstanding before receipt, Allocated to invoices, Unallocated (on account), Outstanding after receipt, Invoices fully cleared
- Calculated for you: Outstanding, Allocated, Balance after, Status after
- Colour-coded status and progress highlights
- Example rows and a step-by-step "How to Use" sheet
Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.
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