How to get here

From the Customer/Account menu, choose Payments

This lists all payments for all customers.

Click the Search box and choose "Payments (un-allocated)"  to list payments that have not been fully allocated against invoices. ie. The payment exists on the account but there is credit available which has not been applied.

When a listing is visible, you can click on a column header to order the data by that column. For example, clicking on a column header marked "Date" will sort the rows in ascending order of date. Clicking on the header a second time will sort in the opposite direction (descending).

Either right-click, or click the Options button for available options, such as sending the list to a preview window (for printing, saving as PDF or emailing) or saving the list to a CSV file, which can be opened in spreadsheet software such as Microsoft Excel.