EFT Payments do not automatically apply and are missing from student statements

EFT Payments do not automatically apply and are missing from student statements
The Transactions For field in the Parent's Automatic Payment Plan is set up to the Father, but it needs to be the student in order to reduce the charges owned by the student. You can view this by going to the Parent's record, AutoPay tab, and opening the record

Take the followings things to resolve this issue if you upgraded to version 7.75 in the middle of your Fixed Automatic Payment Plan:

1. Manually change the Fixed Payment Plan on the Individual Record: Open it up and go to the Student Billing detail tab. Select the student's name underneath the Transactions For field instead of the Individual's name.
*They will generate for the student from here on out and will automatically apply for the rest of the year.

2. Manually apply the existing EFT Payments using Add/Edit Applications on the Student Billing Detail tab. You can do this by opening the Payment, selecting the second tab, and selecting Add/Edit Applications. Manually apply the payment to the appropriate outstanding charges.

Environment

 Duplicated in version 7.75.259.0003

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