How to apply overpayments to a specific charge code

Overpayment applied to the wrong charge code

Utility Billing

Payment Entry

Because payments are applied based on the Payment Order defined on the Accounts Receivable Charge Code any overpayments made towards a bill will be applied to the Charge Code with the highest payment order priority. 1 being the highest priority and 9 being the lowest

In order to have overpayments applied to specific charges instead of by payment order users will need to have the option to Display charge detail distribution when accepting partial or overpayments selected in the Accounts Receivable User Preferences. This can be accessed using the following methods.

From the Tyler Menu using these steps

1. Tyler Menu > General Revenues or Property Revenues > Accounts Receivable > Setup > Accounts Receivable User Preferences
2. Search
3. Enter User Id of user that needs to enter payment in User Code field
4. Accept
5. Update
6. Check option for Display charge detail distribution when accepting partial or overpayments
7. Accept

From Payment Entry > Bill Information or Bill Inquiry

1. Click More > Preferences in the Menu
2. Update
3. Check option for Display charge detail distribution when accepting partial or overpayments
4. Accept

Once those options are selected, when users enter a payment amount that is different than the full bill amount and click Accept they will be directed to the Bill Information > Charge Detail Distribution screen where they can manually distribute the payment to the charge codes that they want.