Un-applied Payments

Un-applied payments in Ad Sales Genius are funds that you have received from a customer that are not tied to an invoice. 

These funds are either over-payment of a previous invoice or pre-payment for items that have not yet been invoiced.

Finding Un-applied Payments

You can locate your un-applied payments by completing the following steps:

1. Click Accounting using the left-hand navigation menu.
   
   
   
   
2. Click the Payments tab to see all of the payments in the system.
   
   
   
   
3. From here, you can choose to either filter for unapplied payments:
   
   
   
   OR
   
   You can enable the Un-applied Amount column and sort via the column.
   
   
   
   
4. Click on the payment number to view the payment in question.
   
   

You may see that some of these payments have an un-applied amount even though they are showing that they are connected to an invoice. This means that the payment exceeded the amount that was on the invoice and there are still funds left over.

How Are Un-applied Payments Handled?

Un-applied payments are applied to open invoices when there is a down payment required or a payment that is set aside for an invoice for auto-pay. 

For auto payments, our first step is that we will take any unapplied money and we will apply that to ensure that we do not over-bill clients on their payment plan.

How to Apply Un-applied Payments

Un-applied payments do not automatically attach themselves to invoices that are entered manually. Follow these steps to apply un-applied payments.

1. Click on the payment that has an unapplied amount to display the Payments detail panel.
   
   
   
   
2. Using the Payments detail panel, locate the Applied Payments section and click the apply payment button.
   
   
   
   
3. At the top of the page, you will see the unapplied amount. You will also see a list of open invoices for this account.
   
   
   
   
4. Click the checkbox next to the invoices that you would like to apply the payment for.
   
   
   
   Note: You can select multiple invoices if this payment will be applied to more than one invoice. 
5. Click the Save Payment button to complete this transaction.
   
    

You will see now that the payment has been applied to the invoice.