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):

  • 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 $ -10.00 )
  • Apply the remaining amount in the far right Payment column

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 $ 25.00 )
  • 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 amount in the far right column


  • Once it is all balanced you will be able to proceed
  • Click Click Continue
  • Then click Save Payment