- In Configuration, click Products and Billing Items.
- Open the Advance Deposit item.
- Select the Restrictions tab.
- In the Use the restrictions from field, select Specific settings below and define the appropriate filters or Configuration and select the appropriate application restriction.
- Click Save and Close.
To ensure the credits only apply to charges in the same month for payment plans, please see: How to restrict generated credits by date
For information on adding Application Restrictions including restricting applications by period, refer to How to setup Application Restrictions.