Embedded Files
Overview
Overview
Quickly View Unapplied Payments.
Accounts which have both an unapplied payment or credit and one or more charges with outstanding balances will display an “Apply Credit” icon in the quick view accessed by clicking on the ledger icon next to the family name on the Families page.
Step 1
Step 1
Clicking the apply credit icon next to a payment with an unapplied balance.
Step 2
Step 2
This will open a list of charges with outstanding balances that the selected payment/credit can be applied to). Select which of the charges to pay and how much of the payment/credit to use toward each charge. Then click apply.
Level4_Ledger_ESA_and_AZFOF.pptxReport abuse