Versions Compared


  • This line was added.
  • This line was removed.
  • Formatting was changed.

Allocate wire transfer payments directly to invoices and orders in the Payments (Back office) page.


Allocating payments in the Payments page info:

  • The Payments (Back office) page is the primary page for creating wire transfers, giving an overview of all payments for each Administration.

  • Clicking on any wire transfer payment, row opens the payment detail column allowing for payment allocations by searching by invoice and order key.

  • The Payments (Back office) page is suited for viewing all payment allocations, creating wire transfers, making corrections to payments and as an overview of all payment types.


Table of Contents
excludeRelated pages:

How-to video



Ensure wire transfer is already created

Ensure that the wire transfer is already created in the Payments (Back office) page. See How to manually add a Wire Transfer payment or How to upload wire transfer payments from bank file statements.

Find and open an unallocated wire transfer payment

  1. Click on the wire transfer payment to be allocated to invoices or orders.

  2. In the opened payment click the ‘Find invoice/order Allocate Payment’ field in the 'Payment Allocations’ section.


Tip: Use ‘Only unallocated’ filter to show unallocated wire transfer payments.


Find invoice or order and allocate payment amount

On click of ‘Allocate payment' field a drop-down dialog will open allow allocation.