Unapplied amounts

For each customer, if a payment, a refund or a credit note is not applied to another entity, it will be considered unapplied. You can see them from your dashboard and drill down to get the details.

On the portal, your customers will also be able to see those unapplied amount.

Note that the unapplied amounts are not displayed on the mobile version of the portal to reduce clutter.

Payments with unapplied amounts

Manual payments

Even if there are unapplied amounts, your customer will be able to pay the outstanding invoices. We consider that when they do a manual payment, they know what invoice still remains to be paid.

Automatic payments

However, we won't debit outstanding invoices when there are unapplied amounts. As we don't know which invoice is potentially paid via those amounts, we don't want to have double payments.

In that case, you will be notified that we can't debit the outstanding invoices because of the unapplied amount.