Applying a Payment Already in Your System to an Invoice

This article will assist with steps on how to apply a payment that is already in the system but not applied to an invoice.

Use our article on Adding a Payment to a Family and Applying it to an Invoice to learn more about how to add and apply the payment if you haven't yet added the payment.

1. Go to Favorites > Families. Select and Edit the appropriate family. 
   
2. From the Edit Family page, click the Payments and Refunds tab > select the appropriate payment > click Apply.
   PRO TIP! You will see the "Unapplied Credit" column in green to signify the payment is not applied to an invoice.
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3. Select the appropriate Invoice > click Next.
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4. From the Apply Payment page, you will now select how to apply the payment.
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   • Start by selecting Schedule Choice.
     • By default, Spread over Remaining Schedule will be selected. This will spread the amount you are entering evenly over all of the remaining payment dates the user has (e.g, if you input $1,000 and the next ten payments are for $500 this will apply $100 to each of the remaining payment dates lowering the remaining payment amounts to $400). 
     • If you select Apply Today this will apply the total amount to the next payment and will distribute any remaining amount to each subsequent payment date (e.g, if you input $1,000 and the next ten payments are for $500 this will apply $500 to the first and second payments and $0 to any remaining payment dates). 
   • Select the Amount to Apply
   • Click Apply Payment/Refund and you are done!