Apply payments to charges

Unapplied payments lists all account-specific unapplied payments on the left of the page and open charges tied to an account on the right, streamlining the process of applying payments to charges.

To apply payments to charges:

1. Select a charge on the left side of the page.

2. Toggle a charge for payment application by selecting an empty checkbox.

3. Enter an application amount under Apply this payment.

4. Repeat steps 2 and 3 until you either run out of charges or total the Amount of the unapplied payment.

5. Select Apply Payment.

Select Hide payments without available charges to produce a focused list of unapplied payments to act upon.