- Select Records, Students and open the record where the payment or credit resides
- Select the Activity tab and open the appropriate payment/credit
- Select the Applied To tab and click Add/Edit Applications
- On the Apply Payment [Number] for [Record] screen, click Select Other Records Charges or Adv Deposits
- On the search screen, enter the person's last name to whom you are applying the payment (and any other information, such as Record Type, First Name, etc) and click Find Now.
- Double-click on the record to which you want to apply the credit
- Mark the Apply checkbox next to the appropriate charge(s)
- Save and close the payment/credit, then save and close the record
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