From a the Transactions tab of the family record, this button will display all unapplied credits and unpaid fees for the family.
In this example the Andrews family has a balance of $140 but the total of unpaid fees ($140) and unapplied credits ($25) adds to $115. Because the balance on a family account is always correct, we know that there must be an unpaid fee to link to that $25 unapplied credit.
- Click View Unapplied Credits & Unpaid Fees
- The report shows that there is an unpaid registration fee in the amount of $25 available to link to the $25 unapplied credit.
- Click the Pencil next to the unapplied credit.
- Click ReApply Payment.
- Locate the unpaid registration fee and click in the Apply Amt field.
- Click Save Payment.
The report now shows only the 4 unpaid merchandise fees totaling $140 which is the balance on the family's account.