Click on the “User Profile” icon/button to display the Tabs available. Click on "Preferences" tab.
MONEY IN: AUTOMATICALLY SHOW OUTSTANDING INVOICES POPUP
Click on the “Money In: Automatically show outstanding invoices popup” button in the middle of the screen.
On the “Operating In” screen a new popup will show once the “Contact” is entered with a list of outstanding Invoices. At the bottom you can choose to show invoices that have already been paid. Click on the invoice to pay by putting a checkmark beside the line item or click on “Auto Allocate” to allow the system to place the payment.
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