How do I manually allocate a payment?

Manually allocating a payment lets you decide exactly how that payment is applied—so it reduces the right charges in the right order.

 

What it does

Instead of relying on the system’s automatic allocation, you choose which licenses, fees, or balances the payment should apply to.

 

Why you would do it

You’d manually allocate a payment when the default behavior doesn’t match the real-world intent:

• Apply payment to a specific license or fee
  Ensure the payment covers the intended item, not just the oldest or highest balance.
  
• Handle partial payments
  Split a single payment across multiple charges in a controlled way.
  
• Prioritize certain balances
  Direct funds to urgent items, such as expiring licenses or overdue fees.
  
• Correct misapplied payments
  Reassign a payment that was automatically applied incorrectly.

 

In practice

Manual allocation gives you precision. It ensures the payment reflects what the payer intended—and keeps account balances accurate, especially in more complex or non-standard scenarios.

 

Do this...

1. Open Connect Animal License > Licenses > Enter Payments.

2. Click the button titled Manual Allocation Mode (SHIFT+F11).

 

The Manual Allocation Mode icon displays in the tool tray.

 

3. Enter the rest of the payment as usual.

4. Use the grid to allocate the amount.

Important! The system will save the transaction when the Allocated amount is equal to the adjustment amount.

 

 

 

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