To apply a payment to multiple items using Auto-apply
- From Manage customers, find a customer record.
- From Service Central, select Process customer requests, and click Payment Entry to open the Payment Entry window.
- Click New.
- Enter an Id and press Tab to populate the Payment Entry window, or click the lookup icon on the Id field to select an ID.
- Enter a check number or credit/debit card code in the Check/CC field and enter the required card information.
- Enter the amount of the check in the Pay Amount field.
- Click Auto-apply. The Pay Amount is applied to the oldest line items first. Open Dues (SUB) items have the highest priority.
Note: Auto-apply does not automatically select Fund Raising items for payment, you must manually select them.
- Click Save.