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Questions and Answers
What is the first step required to apply payments to multiple family members?
What is the first step required to apply payments to multiple family members?
Which step must be taken after ensuring that the invoice is Authorized?
Which step must be taken after ensuring that the invoice is Authorized?
What happens in the Receive Payment(s) modal?
What happens in the Receive Payment(s) modal?
What must be done after applying the payment in the system?
What must be done after applying the payment in the system?
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Why is it important for family members to have the same guarantor?
Why is it important for family members to have the same guarantor?
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Study Notes
Payment Application Process for Multiple Family Members
- Payment can only be applied to family members who share the same guarantor.
- Prior to making a payment, ensure the guarantor has been assigned correctly through the "Assign Guarantor" instructions.
- Access the relevant invoice that requires payment application.
- Confirm that the invoice status is marked as "Authorized" before proceeding.
- Open the 'Receive Payment' function to initiate the payment process.
- In the 'Receive Payment(s)' modal, all invoices related to the same guarantor will be visible.
- Apply the payment to the appropriate invoices presented.
- Finalize the process by clicking 'Apply Payments' to complete the transaction.
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Description
This quiz covers the process of applying payments to multiple family members under the same guarantor. It includes detailed instructions starting from assigning a guarantor to completing the payment application in the system. Test your understanding of the payment application workflow.
