When applying Unallocated/Advance Payments through the Financials/Invoice area of XClub, the payments will auto apply to the invoice with the most days outstanding. If you want to apply the advance/unallocated payments to a specific or the most recent invoice then this action is to be undertaken in the individual Member's record.
Quick Process
- Select Financials/Invoices icon from main menu
- Select Unallocated/Advance Payments tab
- Enter a Date Range
- Select filters by Membership Type or Payment Methods from the drop down menus to apply the payments in groups
- Select (highlight) members in list
- Select Payment icon (top right of screen)
- Select Yes to apply payments to outstanding invoices
- This may take a few minutes to process
Note: Unallocated/Advance Payments will not apply to members who have a zero account balance
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