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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?
- Complete the instructions for Assign Guarantor (correct)
- Open an invoice
- Click 'Receive Payment'
- Ensure the invoice is Authorized
Which step must be taken after ensuring that the invoice is Authorized?
Which step must be taken after ensuring that the invoice is Authorized?
- Click 'Receive Payment' (correct)
- Reassign the guarantor
- Close the invoice
- Click 'Apply Payments'
What happens in the Receive Payment(s) modal?
What happens in the Receive Payment(s) modal?
- Only the current invoice is shown
- Guarantor information is updated
- All invoices assigned to the same guarantor display (correct)
- Invoices are automatically paid
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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