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To apply payment to a different line item

The Enter and edit payments window automatically applies the lump sum amount paid to the open balance line items in product payment priority order. Occasionally, the payment may need to be applied to line items other than the ones the payment window automatically selects. To apply a dues payment to a different line item, perform the following:

  1. From Billing, select Enter and edit payments to open the Enter and edit payments window.
  2. Click New.
  3. Enter the customer ID and press Tab.
  4. Enter the payment information. The payment amount is applied automatically to the open (positive) line items according to the payment priority rankings assigned to each product code (from lowest to highest). In the following example, iMIS applied $20 to the Journal Subscription.
  5. Double-click the line item to remove the amount paid (in this example, the Journal Subscription line item). You can manually override the amount applied to a line item by selecting the line and entering the desired amount in the Amt Paid field.
  6. Double-click the line item where the payment should be applied (for example, PAC Contribution).
  7. Click Save.

See Also

Entering a Full Payment

To enter a billing payment


ASI logo 10.5 Production Release. Updated 10/5/2005 3:11:43 PM
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