How do I manually allocate a manual billing?
Manually allocating a manual billing entry determines exactly how that amount is applied—so it affects the right license, charge, or balance.
What it does
Allocation connects a payment, credit, or charge to a specific item. When you do this manually, you’re choosing where the impact goes instead of relying on the system’s default behavior.
Why you would do it
You’d manually allocate a manual billing entry when precision matters:
- Apply it to the correct charge
Ensure a payment or credit offsets the intended license or fee. - Override automatic allocation
The system’s default may not match the real-world scenario or business rules. - Handle partial payments
Split an amount across multiple licenses or charges as needed. - Fix misapplied amounts
Reassign a billing entry that was previously allocated incorrectly. - Prioritize specific balances
Direct funds to urgent items, such as overdue fees or a particular license.
In practice
Manual allocation gives you control over how money moves within an account. It ensures the financial record reflects exactly what was intended—especially in cases where automation can’t capture the nuance.
Important! The system will save the transaction when the Allocated amount is equal to the adjustment amount.
Do this...
1. Open Connect Animal License > Licenses > Enter Manual Billing.
2. Click the button titled Manual Allocation Mode (SHIFT+F11).
The Manual Allocation Mode icon displays in the tool tray.
3. Enter the rest of the manual billing adjustment as usual.
4. Use the grid to allocate the amount.
Related Articles
How do I manually allocate a billing adjustment?
Use Manual Allocation Mode when you want to distribute by hand the billing adjustment amount to the open amounts on the owner's account. Clicking the Manual Allocation Mode button (Shift+F11) will turn on Manual Allocation mode. When you enter an ...How do I manually allocate a payment?
Manually allocating a payment lets you decide exactly how that payment is applied—so it reduces the right charges in the right order. What it does Instead of relying on the system’s automatic allocation, you choose which licenses, fees, or balances ...How do I manually allocate a payment adjustment?
Manually allocating a payment adjustment lets you control exactly where the adjusted amount is applied—so the impact of the correction lands in the right place. What it does A payment adjustment changes how a payment affects the account. Manual ...What is manual allocation mode?
Use Manual Allocation Mode (Shift+F11) to distribute a billing adjustment to multiple tax entities. If the amount allocated to a single tax period is less than the total transaction amount, the system will prompt you to choose one of the follow ...How do I delete a manual billing?
Deleting a manual billing entry removes a charge or record that was entered outside the system’s automatic billing process. What it does It fully removes the manual entry from the account, adjusting the balance as if that charge or credit was never ...