Credits do not automatically apply to charges

Credits do not automatically apply to charges
Modify ownership and assignment of transactions to reflect the following:



Charge:

Owner is Student, Assigned to Payer



Credit:

Owner is Student, Assigned to Payer



In payer-centric systems, the payment must show it's coming from the payer. This means the payer is the owner. It can be entered 2 ways.



Option 1: Payment: Owner is Payer, Assigned to Student

Option 2: Payment: Owner is Payer, Assigned to Payer



Note: If Option 2 is selected, unapplied payments will not show on the student record unless the box is marked on the activity tab to 'show all available payments and credits for payers'.

Environment

 Duplicated in version 7.75.259.0014

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