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