When you have unapplied funds on a payment that needs to be applied to open invoices or if payment application needs to be amended for a payment, you can make these changes through the customer portal via the 'Modify Payment' action.
To modify a payment, follow these steps:
- Navigate to the Payments page listed in your menu navigation. Only Account Admins and Payer roles have permissions to view this page.
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Once there, click the Modify button to access the payment modification functionality. Alternatively, you can access the payment modification functionality by clicking the Modify button on the Payment Details page.
- Check any open invoices to apply the remaining open amount of the payment toward these invoices, or uncheck the box to remove the payment from a specific invoice and allow you to apply the payment elsewhere.
- The Remaining column indicates the remaining amount due for that invoice.
- The blue checkmarks indicate that the payment has been applied to that invoice.
- The top checkbox in the column header will check all open and eligible invoices to be paid or uncheck all invoices currently applied
- The Payment Summary box will show the total amount of the payment, the currently applied amount and calculation (what has been added or removed), and the remaining open amount of the payment (still able to be applied toward open invoices).
- Click the Modify Payment button to submit and save the changes to the modified payment on your account.
- Alternatively, clicking the Cancel button will reset the modify actions and clicking the Payments button in the upper left will return you to the previous screen.