Amount to Allocate

SILQ has an intuitive method of allocating money received when you use the Auto Allocate functionality.

SILQ will first search for an invoice for exactly the same amount of money as what you are entering. For example, if you receive $366.30 and you have previously written an invoice for that amount, it will auto allocate to it.
SILQ will apply money from oldest invoices to newest invoices if it cannot find a perfect match.

Amount to Allocate

In the event that this is not the case and you want to override the allocations. This can be easily done. At the bottom of the window is the list of currently outstanding invoices. Select the invoice whose allocation you want to change.

Enter the amount that you want to allocate to the invoice in the Amount to Allocate field at the very bottom of the prepare receipt window. Press Apply to confirm the amount. The Unallocated amount will now be updated and you will need to repeat this process as many times as necessary.

If you no longer want anything allocated to an invoice that already has an allocation, you will need to specifically set the amount allocated to zero. In the event that there is more money than outstanding invoices, SILQ can save the amount remaining as a credit that can be used against future invoices. When you save the receipt it will ask you whether you want to make the credit available to all matters for this client or just the current matter.

After you have entered all the relevant details in the Prepare Receipt Window, SILQ will ask you if you wish to generate a copy of this receipt. If you were planning to send one to the client, then you would click Yes, otherwise click No.