1. Select Records, Students and open the record where the payment or credit resides
  2. Select the Activity tab and open the appropriate payment/credit
  3. Select the Applied To tab and click Add/Edit Applications
  4. On the Apply Payment [Number] for [Record] screen, click Select Other Records Charges or Adv Deposits
  5. 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.
  6. Double-click on the record to which you want to apply the credit
  7. Mark the Apply checkbox next to the appropriate charge(s)
  8. Save and close the payment/credit, then save and close the record