Entering a Partial Payment
Underpayments can be processed in one of three ways:
- By leaving underpayment balances in Billing;
- By transferring underpayment balances to AR; or
- By adjusting residual balances.
Note:
- If Maintain Prev. Balance was selected on the Set up general options window, you can leave underpayments in Billing or you can adjust the balance.
- If the Cash Dues Over/Under Payments Create AR option was selected on the Set up general options window, you can transfer underpayment balances to AR.
- If both of these options are selected, the underpayment balances can be transferred to AR, left in Billing, or you can adjust the balance.