You are accessing documentation for Bp Allied version 5. This is not the latest version of Bp Allied.
Support for this product will cease on 1 November 2020
 
 
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Version 5
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Adding Credit to an Account


In the Invoices module
Click on New Payment.
 
The Payment Method dialog box displays
 
 
Enter the amount to Credit into Payment Amount
Select the payment method.
 
If you are adding the credit to the account and there are no invoices to be paid you will receive the message below. 
 
Click Ok to continue
 
If you are adding the credit to an account as well as paying an invoice
The Invoice Selector will display
Select the invoice
Click OK.
 
Because you will be adding credit to the account initially you will receive a warning that your invoice doesn't balance.
 
 
Enter the amount of credit you are adding to the account into the Credit field.  This should now balance with the payment amount.
 
 
Click Save
The account will now show a positive balance.