Applying an overpayment/unallocated payment

Leroy Kong
Leroy Kong
  • Updated

If you enter a payment in LabStar and do not select any checkboxes for open invoices or statements you will create an unallocated payment.  

The amount entered will show as a credit on the clients balance.  

A credit will also be created if you enter an amount greater then then invoices or statements selected.

To avoid aging balances, you will want to apply these credits.

applying_unallocated_payment_1.jpg

 

 

applying_unallocated_payment_2.jpg

 The unallocated payment will now appear as a credit and will need to be applied.

applying_unallocated_payment_3.jpg

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