--- title: External Allocations on Invoices under PFF (SOR) description: "Once a client has entered into an instalment arrangement (i.e. where the SR icon is present on the merchant dashboard), administrators SHOULD AVOID: These actions are likely to result in Apxium seekin" --- [Skip to content](https://support.apxium.com/knowledge/external-allocations-on-sor#main-content) English Show submenu for translations ![apxium-logo.png\]](https://support.apxium.com/hs-fs/hubfs/Logos/apxium-logo.png?width=144&height=50&name=apxium-logo.png) Open main navigation Close main navigation - English Show submenu for translations Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Apxium Help Center](https://support.apxium.com/knowledge?hsLang=en) 2. [Apxium Collect](https://support.apxium.com/knowledge/apxium-collect?hsLang=en) 3. [Professional Fee Funding (SOR) - Funded Instalments](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#professional-fee-funding-sor-funded-instalments) # External Allocations on Invoices under PFF (SOR) Once a client has entered into an instalment arrangement (i.e. where the SR icon is present on the merchant dashboard), administrators SHOULD AVOID: - **Applying credit notes** - **Cancelling invoices** - **Taking manual payments from the clients** - **Changing invoice reference details ** These actions are likely to result in Apxium seeking to recover from your practice for any reduction in SR invoices. #### [External payments or allocations applied against a Professional Fee Funding (SOR) invoice in Xero](https://support.apxium.com/knowledge/external-allocations-on-sor#external-allocations-pff-Xero-users) The system will send a warning email to the merchant administrator every day for a week reminding them to remove the external allocations applied against an invoice in Xero. If the external allocation is not removed before the debit date indicated in the email, the system will automatically do a recourse payment against the firm for whatever amount is applied which can also result in a cancellation of the Professional Fee Funding (SOR) schedule.    ![](https://support.apxium.com/hs-fs/hubfs/WArning%20-%20External%20Payment%20applied%20on%20SOR%20%5BXero%5D-png.png?width=500&height=702&name=WArning%20-%20External%20Payment%20applied%20on%20SOR%20%5BXero%5D-png.png)   #### [External payments or allocations applied against a Professional Fee Funding (SOR) invoice for Non-Xero Users](https://support.apxium.com/knowledge/external-allocations-on-sor#External-payment-pff-invoices-non-Xero-users) The Apxium system cannot handle overpayments.  Any external or manual allocations applied in your practice management software while the invoice is still associated with a Professional Fee Funding (SOR) schedule OR if you are manually allocating the full Professional Fee Funding (SOR) disbursement (as part of your process,) this breaks the sync between Apxium and your practice management software. The system will not sync these external allocations to Apxium.   If you are receipting the full Professional Fee Funding (SOR) payment into your accounting system to balance your books, it may lead to synchronization issues with invoices. While this practice is not recommended, if necessary, we can disregard the writeback or invoice synchronization errors on our end. Once the schedule is complete, we can manually mark it as written back.   If the Professional Fee Funding (SOR) schedule is defaulted or cancelled, any remaining amount to be paid will be recouped from the firm’s account and the system will show it again as outstanding in Apxium. You will then need to manage the receipting adjustments on your practice management software, to make both systems balance. Therefore, if you have manual allocations on your practice management software and the invoice in Apxium has available space to sync these external allocations, then Apxium will sync them within 2 hours. Additionally, when you remove the Apxium written-back payments, the sync will also break. --- ### **Resolution:** If a client arranged a full payment directly to the firm's account for any invoice that is part of Professional Fee Funding (SOR), the schedule needs to be cancelled by an Apxium administrator. The system can then sync the external allocations to Apxium and fully pay the invoices. If a client arranged a partial payment directly to the firm's account, you can either refund the money they received or let it sit as credit and allocate it against the invoice at the end of the schedule.  If a client wishes to arrange payment using the Apxium portal, please refer to **[Professional Fee Funding (SOR) Instalments - Make Payment](https://support.apxium.com/knowledge/sor-instalments-make-payment?hsLang=en)** If you need further assistance on this, please contact Apxium Support. - [Article Navigation Guide](https://support.apxium.com/knowledge/article-navigation-guide?hsLang=en#main-content) - [Article Navigation Guide](https://support.apxium.com/knowledge/article-navigation-guide?hsLang=en#article-navigation-guide) - [Apxium Collect](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#main-content) - [General Features](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#general-features) - [Communications](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#communications) - [Client Experience](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#client-experience) - [Payments, Settlements & Reconciliations](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#payments-settlements-reconciliations) - [Engagement / Proposals](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#engagement-proposals) - [APX Auto (Direct Debiting Invoices)](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#apx-auto-direct-debiting-invoices) - [Instalment Agreements (Non-SOR On Balance Sheet Instalments)](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#instalment-agreements-non-sor-on-balance-sheet-instalments) - [Professional Fee Funding (SOR) - Funded Instalments](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#professional-fee-funding-sor-funded-instalments) - [Reports](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#reports) - [Integrations](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#integrations) - [Onboarding Articles & Other Helpful Guides](https://support.apxium.com/knowledge/apxium-collect?hsLang=en#onboarding-articles-other-helpful-guides) - [Apxium Audit Safe](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#main-content) - [General Features](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#general-features) - [Creating Offers/Subscriptions](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#creating-offers-subscriptions) - [Offer Emails and Documentation](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#offer-emails-and-documentation) - [Accepting / Declining Audit Safe Subscription](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#accepting-declining-audit-safe-subscription) - [Active Audit Safe Subscriptions](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#active-audit-safe-subscriptions) - [Audit Safe Renewal / Rollover](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#audit-safe-renewal-rollover) - [Pricing](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#pricing) - [Others](https://support.apxium.com/knowledge/apxium-audit-safe?hsLang=en#others) - [Apxium Pay My Bill](https://support.apxium.com/knowledge/apxium-pay-my-bill?hsLang=en#main-content) - [Pay My Bill](https://support.apxium.com/knowledge/apxium-pay-my-bill?hsLang=en#pay-my-bill) - [Payments and Settlements](https://support.apxium.com/knowledge/apxium-pay-my-bill?hsLang=en#payments-and-settlements) - [Communications](https://support.apxium.com/knowledge/apxium-pay-my-bill?hsLang=en#communications) - [APX Auto (Direct Debiting Invoices)](https://support.apxium.com/knowledge/apxium-pay-my-bill?hsLang=en#apx-auto-direct-debiting-invoices) - [Payrix](https://support.apxium.com/knowledge/apxium-pay-my-bill?hsLang=en#payrix) - [Client POS - Non Integrated \[North America\]](https://support.apxium.com/knowledge/client-pos-non-integrated-north-america?hsLang=en#main-content) - [Client POS - General Features](https://support.apxium.com/knowledge/client-pos-non-integrated-north-america?hsLang=en#client-pos-general-features) - [APX Capital - Tax Pay for Introducers](https://support.apxium.com/knowledge/apx-capital-tax-pay-for-introducers?hsLang=en) - [APX Capital - Tax Pay For Borrowers](https://support.apxium.com/knowledge/apx-capital-tax-pay-for-borrowers?hsLang=en) [![Apxium Advanced Software Solutions for Accountant](https://support.apxium.com/hs-fs/hubfs/Logos/apxium-logo.png?width=144&height=50&name=apxium-logo.png "Apxium Advanced Software Solutions for Accountant")](http://www.apxium.com?hsLang=en) Copyright © 2025, Apxium HQ