How to Auto-Apply Payments

The OfficeTools by CARET Auto Apply function is used to apply multiple payments for single or multiple contacts at once. The following user guide describes how payments are allocated to invoices and how to navigate to use the Auto Apply function.

Please note: When using the Auto Apply function, it will apply payments to open invoice balances. The function will first match unapplied payment amounts to invoices of the same amount, then apply payments to the most aged open invoice if no matches are found.

1. To run the Auto Apply function, go to Billing>Payments>Auto Apply

2. Choose to apply payments for All Contacts or the Currently Selected Contact

This will automatically apply all payments to any final and partial invoices that still have a balance.