- From the Configuration page, click Business Rules
- Highlight the General option
- 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:
- Open the client record
- Click defaults
- Unmark the Automatically apply new payments checkbox