How_do_I_apply_unapplied_amounts_

Apply Unapplied Amounts

An unapplied payment is a payment that has been received and needs to be allocated. Use Apply Unapplied Payments to assign a payment to a billing for any period.


Do this...

1. Open Connect Cemetery Management > Plots > Apply Unapplied Payments.

2. Use the default Selection Criteria.

3. Do you want to apply all unapplied payments?

  • Yes, I want to apply all unapplied payments. Deselect the checkbox.

  • No, I only want to apply unapplied payments for a given date range. Select the checkbox, then enter the beginning and ending dates in the date range. The system will only include unapplied payments that were received during the given date range.

4. Click (CTRL+G).

The routine runs.

 

 


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