iClassPro Support

Applying Credits and Payments in Customer Ledgers

Quickly View Unapplied Payments

Accounts which have both an unapplied payment or credit and one or more charges with outstanding balances will display an “Apply Credit” icon (shown below) in the quick view accessed by clicking on the ledger icon next to the family name on the Families page.

apply-credit-icon.png

Clicking the icon will open the Payments view on the family ledger with the filter “Show only Unapplied” already selected. This makes it easier for staff to quickly identify which payments any unapplied totals are coming from.

view-unapplied-payments.png

Applying Unapplied Payments and Credits from the Ledger

In the family ledger, if a customer has a payment or credit entry with an available balance, the apply credit icon will appear in the full ledger view next to both the outstanding charge(s) and next to the actual payment(s)/credit(s) that have unapplied amounts.

applying-unapplied-payments.png

Using Apply Credit from a Charge

Clicking the apply credit icon next to a charge will open a list of payments/credits with unapplied balances that can be applied towards the selected charge (example below). In the window, select which of the unapplied amounts to apply (by selecting the box) and how much of each payment/credit to apply toward this charge (adjusting the amount box). Then click apply.

applying-credit-from-charge.png

Using Apply Credit from a Payment

Clicking the apply credit icon next to a payment with an unapplied balance will open a list of charges with outstanding balances that the selected payment/credit can be applied to (example below). In that window, select which of the charges to pay (by selecting the box) and how much of the payment/credit to use toward each charge (adjusting the amount box). Then click apply.

apply-credit-from-payment.png

Need More Assistance?

Call us at 877-554-6776. Our business hours are Mon-Fri 9am-6pm Central Standard Time.