Apply full payments to bills
You can apply payments in two ways to update outstanding bills and keep your records current.
- In the New Bill screen.
- In the New Bill Payment screen.
Notes
- If the amount paid is less than the installment amount, the application assumes you are applying a partial payment.
- Once you apply the first payment, the application disables the # of Installments and Amount Paid fields. You will not be able to change these fields to a lesser number or amount after you apply payments.
- Do one of the following in the Bills screen.
To open the Bills screen, click Bills in the navigation panel.
For more information, see Bills.
- Click New Bill, and mark the Apply payment checkbox for the installment you want to pay.
- Select the installment of the bill you want to pay, and click Pay Bill.
Notes
- You can filter bills by date, status, and category in the Bills screen.
- OnBalance will enter the current date as the date paid.
- OnBalance will enter the standard financial account in the Paid From field.
- Optional: Click Edit payment to edit the payment information you are applying.
- Change the Date paid.
- Enter discounts.
- Enter the paid interests and fines.
- Change the Financial Account.
- Set the check number you have used to pay the bill.
- Change the Amount paid to a lower amount if you want to apply a partial payment.
- Click Save to view the payment or to apply another payment, or click Save & Close to close the screen.