Automatic Allocation Add-on

Speed up payment & credit note allocation to invoices.

About the Automatic Allocation Add-on

The Automatic Allocation Add-on allows you to automatically allocate unallocated payments & credit notes to an invoice when the invoice is approved.

  • Automatically allocate payments and credit notes to approved invoices.
  • Easily send emails with an invoice balance reflecting allocated payments and credit notes.
  • Eliminate mistakes from forgetting to allocate payments or credit notes.
Automatic Allocation Add-on settingsAutomatic Allocation Add-on invoice example


The Automatic Allocation Add-on is a great tool for saving time and speeding up the allocation of credit notes or payments. With this add-on, you'll never have to worry about forgetting to allocate payments or credit notes.

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