Users can now apply electronic or non-electronic payments to their accounts and defer their applications to anytime in
the future via either an Aria API or the UI; or, move a payment from one charge transaction to another via an Aria API or the UI. Aria tracks accounts' Unapplied Payments and makes summary and balance information available via API, UI and statements.
Getting here: Account Overview, or Account > Payments & Credits > Apply a Payment
1- The Account Overview now shows an "Unapplied Payments" balance.
2- Click the "Make a Payment" button.
1- The "Full Balance" is reduced by the Unapplied payment. This prevents an over-collection by the Aria collection
batch process.
2- The "Unapplied Payment(s)" total reflects the amount of the deferred payment.
Getting here: Account Overview, or Account > Payments & Credits > Apply a Payment
1- You can choose the apply the payment against:
2- If the Unapplied Payment equals or exceeds the Full Balance on the account, you can choose to apply it to the Full Balance. Otherwise, you must choose "Other Amount" and type an amount equal to or less than the Unapplied Payment selected.
1- The full balance remains the same, because the previous Unapplied Payment has already been taken into
account.
2- The Unapplied Payment(s) balance is reduced by the amount drawn from the Unapplied Payment.
Getting here: Account > Payments & Credits > Unapply a Payment
1- Choosing "Invoices and other account-level charges" will load a list of invoices and other account-level charges. Choosing "Services (Invoice line-items)" loads a list of line-level charge transaction. Type an amount in the text box(es) of the row(s) displaying the charge(s) you want to unapply payments from.
2- Check the "Unapply all" checkbox to unapply the full amount of all the payments listed.