In the Applicable Balances list right-click on the balance you want to override and select Override. This displays the Add Payment Override dialog box with the fields populated according to the selected balance.
Enter the amount to be applied to the balance. This amount cannot exceed the total payment amount.
Click Save. This adds the Allocation Override to the list under Allocation Overrides.
Repeat steps 1-3 to enter additional allocation overrides as required.
Once you have added all of the overrides, close the Payment Allocation Override window. This returns focus to the Add (Edit) Payment window.
Click Save in the Add/Edit Payment window to save the payment and payment allocation information.
Note
You must click Save on the Add (Edit) Payment window to save the payment and override information. If you click Cancel, all of the payment and override information is lost.
See also:
Applying an Allocation Override for a Future Charge
In the Allocation Override section right-click and select New. This displays the Add Payment Override dialog box with all fields undefined.
Select the applicable Invoice Category from the drop-down menu (Invoice number is generally not applicable here).
Enter the amount to be applied to the item. This amount cannot exceed the total payment amount.
Click Save. This adds the Allocation Override to the list under Allocation Overrides.
Repeat steps 1-4 to enter additional allocation overrides as required.
Once you have added all of the overrides, close the Payment Allocation Override window. This returns focus to the Add (Edit) Payment window.
Click Save in the Add/Edit Payment window to save the payment and payment allocation information.
Note
You must click Save on the Add (Edit) Payment window to save the payment and override information. If you click Cancel, all of the payment and override information is lost.