Apply a payment to a specific fee in a family account

Issue/Question

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Are you able to apply a payment to a certain charge?

Resolution

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Yes! In a family's account, you can select specific payments to link to specific fees.

1. Go to the Family record > Transactions tab.
2. Click View Unapplied Credits & Unpaid Fees.
3. Locate the payment you want to apply, and click the Pencil icon to edit.
4. Select the Re-Apply Payment button.
5. Find the fee you want to pay and enter the amount in the Apply Amt field. 
6. Click Save Payment.

 

⚙️Note: User Permissions may limit access to this feature or functionality.