There are a number of ways to spot unallocated receipts in your system.
When viewing the "All Receipts" list in a client's record, unallocated receipts can be identified by the word "Unallocated" appearing alongside the receipt amount.
The "Unpaid Invoices" report will highlight an invoice (with a yellow background) if there is an unallocated receipt on the client account that could be used to pay (or part pay) the invoice.
How do I View the All Receipts list?
Navigation CLIENTS > RECEIPTS
The Receipts default view is the "All Receipts" option from the sub menu.
How do I View the Unpaid Invoices Report?
Navigation INVOICING > UNPAID INVOICES
You can filter the report by "payment type" and choose a date to run the report from.
The top transactions in the list are highlighted in yellow, and have a red asterisk against the client's name.
This indicates that there are unallocated receipts sitting on the client's account that could be used to pay the invoice in full or in part-payment.