Apply Payment to Multiple Family Members PDF
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Uploaded by PreciousStarfish
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Summary
This document provides instructions on applying payment to multiple family members. It details steps such as ensuring family members share the same guarantor, opening invoices, authorizing invoices, and receiving payments. The final step involves applying the payments.
Full Transcript
APPLY PAYMENT TO MULTIPLE FAMILY MEMBERS. The following instructions are to apply payment to multiple family members. INSTRUCTIONS 1. Family members must have the same guarantor. Complete the instructions for Assign Guarantor. 2. Open an invoice. 3. Ensure the invoice is Authorized. 4. Clic...
APPLY PAYMENT TO MULTIPLE FAMILY MEMBERS. The following instructions are to apply payment to multiple family members. INSTRUCTIONS 1. Family members must have the same guarantor. Complete the instructions for Assign Guarantor. 2. Open an invoice. 3. Ensure the invoice is Authorized. 4. Click 'Receive Payment.' 5. In the Receive Payment(s) modal, all invoices that are assigned to the same guarantor display. Apply the payment. 6. Click 'Apply Payments.'
