Alter a Schedule According to a Payment Received

This feature enables you distribute a payment across several payments.

Open a client with a Payment Schedule and a partial payment.

From the Billing tab, click Balance Schedule. The Balance Schedule window displays.

Select How To Distribute Remainder whether to apply the payment to the Last Outstanding payment or Across All Outstanding payments.

Click Balance. The payment is either applied to last outstanding payment due or applied to all outstanding with the balance recalculated.

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