Linked Payments

JUMP TO: Break Link | Create Link

When a payment is made towards an account balance, the payment defaults to cover the first transactions made (based on the FIFO method: First In, First Out).

For example, say the customer has the following two transactions:

1) $211.96

2) $1,299.62

Then the customer pays $500 towards the balance.

The system will take $211.96 off the first transaction and apply the remaining $288.04 to the second transaction.

To apply the payment differently (in this example, the customer wants to apply the entire $500 only to the second transaction), you need to break the default payment links and change it manually:

  1. In the Customer page, go to the Link Payments section
  2. Go to the Break Link tab
  3. Select the transactions you want to break and click the Break Link button on top:

Now you can create the new link:

  1. Switch to the Create Link tab
  2. Select the payment from the Credit Entries
  3. Select the transaction from the Debit Entries that you want to apply it to
  4. Input the amount you want to apply to the appropriate transaction in the Link Amount column
  5. Select Create Link

The payment will now be applied to the correct transaction.