• Right click on the relevant Invoice (in the top window) of the Account Enquiry screen.

• This will provide you with an overview of the Items, Turnover, the Receipts (Cash flow) and Journals done on this Invoice.

• You can recalculate this summary if necessary by clicking on the Recalculate Summary.

• This screen can be exported to Excel and Printed.
  

Item-level allocation history (Shift+Ctrl+I)

• This will provide you with an overview of Transactions allocated to items on the Invoice.

• This screen can be exported to Excel and Printed.
  

Change Allocation

• Use this function to change the allocation of a Payment.

• Highlight the Receipt and click on the Change allocation button.
  

• Click on Yes.
  

• Re-allocate the amount against the applicable Items.

• Click on Commit.