Transactions: How to Apply a payment to a collections Ledger

Issue: Former Resident – has a credit balance and a collection balance

• Go to the Residents Account
• Click on the red dollar amount under “Collection” or click on “Collections” under Accounting from the left side menu.
• Click on the “Set Up agreement” button.
  1. Enter the amount of payment we need to apply charges to. Then click on the “OK” button.
• Click on the “Post Charges” button and then click on the “OK” button.
• Now click on the “Change Agreement” button and enter “$0.00”  and click on the “OK” button.
• Now you can click on the resident’s name to back to the Residents’ account.