The restrictions on credits generated from Advance Deposit schedules need to be defined on the Advance Deposit item.
     
    • 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.