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.
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