How do I allocate transactions for a zero balance?

A zero balance will only occur after you allocate your final credits, but before you have your next sale. Often, your balances will look like the screen shots below.

Below shows unallocated credits (i.e., a payment):

Select the payment Allocate button.

Type in the amount that needs to be allocated.

Once you hit save, your unallocated credits will zero out.

The invoices will show the breakdown that includes a statement summary, as shown below. Although you have the option to remove the statement summary, there is another way to offer a different look at the sale and payment that may be less confusing for your clients.

Accounting >Accounting Exports >Statement Detailed, shown below, is an alternative to the invoice option shown above.