I received a payment for next year. There is no charges entered yet. How do I enter the payment that it should auto apply to the charges when the contract is added?

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asked Mar 4, 2015 in How To by Admin
reopened Dec 25, 2018 by yczehn
I received a payment for next year. There is no charges entered yet. How do I enter the payment that it should auto apply to the charges when the contract is added?

1 Answer

answered Dec 25, 2018 by yczehn
 
Best answer

When entering a payment for charges that have not been created yet, choose the period for which the payment is going for in the period drop down (1). If you want it to go only to a specific group of charges, choose a charge type in the Charge Type column (2). If you can find the columns please unhide the columns.

 

 

To setup charge type groups go to administration screen bottom left of the first tab and enter for each item a charge type.

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