Apply payments to charges

The Unapplied payments view lists all account-specific unapplied payments on the left and open charges tied to an account on the right. This streamlines the process of applying available payments directly to outstanding charges.

Apply available payments

To apply unapplied payments to open charges:

1. Select a payment from the list on the left side of the page.

2. Select the checkbox next to a specific charge on the right side of the page to toggle it for payment application.

3. Enter the application amount under Apply this payment.

4. Repeat the previous steps for additional charges until the total Amount of the unapplied payment is exhausted.

5. Select Apply Payment.

Filter the list of unapplied payments

If you have many unapplied payments, you can toggle Hide payments without available charges. This produces a focused list of only the unapplied payments that have open charges available to act upon.