1. From the Configuration page, click Business Rules

  2. Highlight the General option

  3. Verify the 'Automatically apply new payments' option is set to the correct setting for your organization.  The options are Always, Never, or As defined on each client.

Note: If you choose as defined on client and you do not want payment to auto apply for that client:

  1. Open the client record

  2. Click defaults

  3. Unmark the Automatically apply new payments checkbox