Settlement Through Sales Invoices

This article explains how to allocate a prior voucher to settle balances between a linked Customer and Supplier (dual-role party) through sales Invoices, and how to cancel the allocation.

Path in Qoyod

Purchases › Open Invoices › Pay › Allocate Prior Voucher

What happens after allocation

• Balances are updated automatically in both documents.
• The allocation appears in the Invoice details page for both parties (Customer and Supplier).
• The operation is logged in the activity Report (amount, date, user).

How to allocate

1. Open the purchase Invoice or the open simple invoice (or access it from the business documents index).
2. Click “Pay” then “Allocate Prior Voucher”.
3. A window appears with a list of eligible Invoices for the linked counterparty.
4. Select the Invoices and specify the allocation amount.
5. Click “Confirm” to complete the operation.

Cancel allocation

1. Open the purchase Invoice whose allocation you want to cancel.
2. Go to the “Allocations” section inside the Invoice.
3. Next to each allocation line, click “Cancel Allocation”.
4. Select the Invoice whose allocation you want to cancel.
5. Click “Confirm”.

The allocation is removed and the outstanding balance is restored on both the Invoice and the counterparty, with a full log in the activity Report.