Unapplied Payment

From time to time, you may need to edit and distribute a client payment in the system. Read on to find out how!

To do this, go to:

  • Clients (left menu)
  • Click Billing (top tab)
  • Click the words Unapplied Payments (left) or the pencil icon edit_square (right) under Balance:


  • First clear out the Unapplied Payment amount from the Payment column (bottom right)
  • Enter the Payment amount on the line(s) for the DOS the payment needs to be applied to


  • Then click (top right):

movie Video:

Having Difficulties?

If there is money left over

You will see a similar orange bar below Payment Distribution that shows you Off by $  -xx.xx
  • Find the remaining amount specified shown below (example $ -25.00 )
  • Apply the remaining amount in the far right Payment column
  • If you've applied all the needed payments and are still off, add the rest to the bottom row Unapplied Payment

If there is too much money distributed

You will see a similar orange bar below Payment Distribution that shows you Off by $  xx.xx
  • Find the remaining amount specified shown below (example $ 50.00 over, shown below)
  • Closely and manually review the total amounts for each line, and how much you are off by
  • Tip → Make sure you have removed the Unapplied Payment bottom row amount in the far right column:


  • Once it is all balanced you will be able to proceed
  • Click Click (top right)
  • Then click