---
title: Customer Allocation
description: "Customer Allocation purpose is to settle customers transactions, like direct customer payment with no invoice involved or a credit note with no remittance, also a direct credit note with no invoice. To do this go to Sales -> Transactions ->…"
url: "https://wiki.ixerp.net/wiki/customer-allocation/"
updated: "2025-01-21"
category: iX ERP Sales
---

# Customer Allocation

Customer Allocation purpose is to settle customers transactions, like direct customer payment with no invoice involved or a credit note with no remittance, also a direct credit note with no invoice.

To do this go to Sales -> Transactions -> Allocate Customers Payments or Credit Notes

- Select a customer
- Use icon at the end of every row to allocate customer payment against an invoice
- Credit notes can be also allocated against invoices
- After customer payment is allocated you will be re-directed to *Customer Allocation Inquiry screen*
- Use **Show Settled Items** checkbox to see also settled documents for a reference. You can also change its allocations.
- When you allocate the customer deposit balance, you should select the bank payment to be allocated for this record.
- After allocation invoices will no longer be due, and will not considered as delayed in the Aging report.

**Customer Allocation Inquiry**

You can query the allocated documents by using Customer Allocation Inquiry with the below steps.

You can find it under Sales -> Inquiries and Reports -> Customer Allocation Inquiry

- Select a customer
- Restrict document range by dates
- Choose document types and click **Search**
- Use icon on the right hand side to allocate customer payment against invoices