How to Apply Unapplied (Scheduled) Payments

Overview

• Purpose: Sometimes payments get applied incorrectly, and this is how to fix or apply unapplied (scheduled) payments.
• Target Audience: Accountants, property managers, and admins.

Step by Step

• Locate the Payment:

• • Navigate to the tenant’s profile.
  • Identify the payment that matches the balance amount.

• Apply the Payment:

• • Go to Actions -> Apply.
  • Select the invoice you want to apply the payment to.

• • The payment should now be applied correctly.
    
    

• If No Invoice Appears:
  • Edit the invoice to assign a lease term:
    • Navigate to the invoice.
    • Select Actions -> Edit.
    • Under Lease Term, assign the correct unit (even if unapplied).

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  • After selecting the lease term, return to the payment and repeat the apply process.