The Responsible for (charges) or Reduces the Balance of (payments/credits) field on the transaction record is blank.


For charge records:

  1. From Records, Charges,  open the appropriate charge.
  2. Select the Payments/Credits tab.
  3. In the Responsible for Payment field, select the correct record name from the drop down menu or use the binoculars to search.
  4. Save and close the record.
For payment or credit records:
  1. From Records, Payments (or Credits), open the appropriate payment or credit.
  2. Select the Student Billing Detail tab (on a payment) or Apply to tab (on a credit).
  3. In the Reduces the Balance of field, select the correct record name from the drop down menu or use the binoculars to search.
  4. Save and close the record.