Payment allocation is the process of settling customer payments or credits against one or more order item. This occurs automatically after the payment is entered or approved by the corresponding payment gateway.
By default, payments are allocated against order items in the following sequence:
1.Gift certificates or gift cards
2.Event plus any associated event and admission charges
3.Order charges plus any associated delivery charges and bundle charges
4.Miscellaneous items
5.Requests plus any service charges
6.Donations (Funds)
For more information on payment allocation rules, refer to Payment Allocation Rules
For more information on changing the allocation sequence, refer to Configuring the Allocation Strategy
The following allocation types are automatically handled:
You can obtain information pertaining to all allocations made within a particular day or month using the following reports:
You can obtain information pertaining to allocations made to a particular event within a particular day or month using the following reports:
