Previous Topic

Next Topic

To apply a payment to multiple items using Auto-apply

  1. From Manage customers, find a customer record.
  2. From Service Central, select Process customer requests, and click Payment Entry to open the Payment Entry window.
  3. Click New.
  4. 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.
  5. Enter a check number or credit/debit card code in the Check/CC field and enter the required card information.
  6. Enter the amount of the check in the Pay Amount field.
  7. 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.

  8. Click Save.

See Also

Processing Payments

To apply a specified payment amount to all unpaid items

To select open items for a payment


ASI logo 10.6 Production Release. Updated 11/16/2005 6:00:24 PM
© Copyright by Advanced Solutions International, Inc. All rights reserved.