With Automatic Application business rules, you can specify how Student Billing 7 automatically applies payments and credits. You can also determine what happens if new charges are created while unapplied payments or credits exist. To establish your business rules go to Configuration, Business Rules, Automatic Application and select:

  1. For Automatically apply new payments and Automatically apply new credits, select the appropriate option from the drop-down menus:
    • As defined on each record: If the Automatically apply new payments and Automatically apply new credits checkboxes are marked on the client's Bio 2 tab (see Note), Student Billing applies the payment or credit.
       
    • Automatically apply new payments: You can select when to automatically apply new payments by selecting Always, Never, or As defined on each record.
       
    • Never: Payments are never automatically applied.
       
     
    • For the When applying automatically, apply to business rule, select either the oldest charges or the most recent charges from the drop-down menu.

       
    • The Apply to owner's charges business rule defines how an owner's payments and credits are applied when the owner is responsible for both his own and others' charges. Select one of the following options from the drop-down menu:
      • others' based on above rules
         
      • before applying to others' charges
         
      • only after applying to others' charges

       
    • For the When entering new charges and unapplied credits or payments exist business rule, select one of the following options from the drop-down menu:
      • always apply the credits and payments automatically
         
      • never apply the credits and payments automatically
         
      • ask each time whether to apply the credits and payments automatically
         
       


      Note: If you selected As Defined on record for the Automatically apply new payments and Automatically apply new credits business rule and want to automatically apply payments and credits on specific records:
       

      • For the When applying automatically, apply business rule, determine whether automatic payment and credit applications are first applied to the oldest payments and credits (the default setting) or the most recent payments and credits.

         
      • Mark the Include inactive students/individuals/organizations checkbox if Student Billing should include inactive students, individuals, or organizations when automatically applying payments and credits.
        1. Click Records on the navigation bar. 
        2. Open the student's record and select the Bio 2 tab. 
        3. Mark the Automatically Apply New Payments and Automatically Apply New Credits checkboxes. 
        4. Save and close the record. 
        5. Repeat for all other students where payments or credits should be automatically applied.