Link an unapplied payment to an unpaid fee
Issue/Question
Why is there a green credit on an account? How do I remove that?
Resolution
This is occurring due to an unapplied payment on the account. Unapplied payments can be identified by having a highlighted amount listed under the Unpaid Amt column.Â
An unpaid fee can be identified by having no information in the Date Paid column, which stays highlighted until payment is linked. Follow the steps below to link the unapplied payment to an unpaid fee.
On the Transactions tab of the family, locate the unapplied payment you want to update.
Click the edit icon on the payment line to open the Edit Transaction window.
Select the Re-Apply Payment button to open the Re-Apply Payment/Credit Transaction window.
Choose the fees you want to apply the payment to.
Click Save Payment.
⚙️Note: User Permissions may limit access to this feature or functionality.