The Overpaid Invoice Report is useful to see transactions where at least part of the payment was not applied to an item. Overpayments usually generate an account credit. This report will show the payment but not the associated credit. Go to the Reports tab of the lefthand navigation Select Finance Reports Under the Income Reports box, select Overpai...

Scholarship/Aid/Grant Payment Refunds If an invoice was processed with these payment types, and the purchase needs to be canceled or voided, do not use the refund process. The refund does not take away the scholarship payment from the total amount paid. This will affect reports such as the Program Income by Payment Type.   Depending on the circumsta...

Making a Payment on Future Due Dates Due dates can be paid on directly with a function that auto-calculates the amount owed for that date. To make a payment on future due dates, start in the household account details  On the account overview page, go to the section called Payment Due Dates At the Payment Due Date box, click Make Payment On the next ...