Payment allocation information of contact records
Payment allocations for a contact record are in the Financial Records section of the Financial tab of the contact record.
- Each icon and the record type that it identifies
- Each color and the information that the color identifies
Icon | Record type | Color | Information |
---|---|---|---|
Invoice | Bright yellow | The invoice is unpaid because it does not have sufficient payment allocations. | |
Invoice | No color | The invoice has sufficient payment allocations. As a result, the invoice is fully paid. | |
Payment | Bright green | The payment does not have a sufficient payment allocation with an invoice. | |
Payment | Pale green | The payment has sufficient payment allocation with an invoice. |