Create Sales Allocation in Thrive Accounts
Trojan Support User
|
11 steps
|
30 seconds
Thriveaccounts
1
Navigate to <https://app.thriveaccounts.com/> and open the Sales module.
2
Click "Sales Allocations"
3
Choose your customer account.
4
Ensure you have the correct accounting period selected.
5
Thrive will display a list of all unallocated transactions for your customer account.
6
Click this checkbox to start allocating them.
7
Click the "Allocated Amount" field to change the amount to allocate for a transaction - by default this will prompt you with the full outstanding amount.
8
Note the "Total allocated value must equal zero".
9
If you are unable to balance the allocation, click the "Settlement Amount" field to enter a settlement.
10
Once the allocation is balanced, click "SAVE" to create it.
11
You will see a message when the allocation has been created.
For any further information on Sales Allocations, contact the support team.
