- Access:
- Money and billing at Office, set by role in Settings → Roles
Step by step
- Fill oldest first proposes a split across that payer's outstanding invoices.
- Change any number before matching. Part of an invoice is fine, and so is spreading one payment across several.
- Unmatch takes an amount back off an invoice. The money stays on the payment, unmatched.
Tips
- Only issued and sent invoices with money owing are offered.
- Unmatching an invoice that was marked paid puts it back to issued. It is owed again, and the ageing report will show it.
- Deleting a payment is refused while anything is matched to it.
This is the help Corella shows on this screen, word for word, written in its default words: client and carer.
