Show all Unapplied Payments
When applying payments, you may choose to leave some or all of the payment "unapplied". Unapplied payments will be reflected on the statement.
RTasks has a screen that allows users to view these unapplied payments as well as apply payments.
Show all Unapplied Amounts:
- From the Billing screen click: Receive Payments
- Move from the Deposit option to the Unapplied Payments option
Apply Payments from Unapplied Payment Option:
- Click on one of the unapplied payments
- If invoices are unpaid you will see them in the list
- Click on an invoice and apply the payment to any/all invoice lines