Linking and unlinking customer or company account credits

Use the Link and Unlink Customer Account Credits page to view a list of pending receipts where a customer or company owes money. You can link the customer credits to the payment plan, and the balance will exclude the linked due amount.

 

    1. Choose one of the following:

    1. To set the Amount to Auto Link to the payment plan:

      1. Enter an amount to auto-link to the payment plan owed by the customer.

      2. Click Auto Apply.

Note: The payment will be applied to the earliest receipt first, and any remaining payment amount will be applied to the next receipt, until the entire amount has been applied. For example: if the customer owes $50 each on 3 receipts, and an amount of $120 is auto-applied, the first 2 receipts will be paid off completely, and $20 will be paid towards the 3rd receipt.

Receipt section

The Receipt section displays customer receipt information including the receipt. In the Receipt section, you can:

Related topics

Return to Population