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:
- (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