Apply payment to specific charges when making a partial payment towards a bill
Description of Issue
Need to pay specific charges on a bill when making a payment
Context
Munis
Utility Billing
Payment Entry
Cause
Resolution
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
- Tyler Menu > General Revenues or Property Revenues > Accounts Receivable > Setup > Accounts Receivable User Preferences
- Search
- Enter User Id of user that needs to enter payment in User Code field
- Accept
- Update
- Check option for Display charge detail distribution when accepting partial or overpayments
- Accept
From Payment Entry > Bill Information or Bill Inquiry
- Click More > Preferences in the Menu
- Update
- Check option for Display charge detail distribution when accepting partial or overpayments
- 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.
Additional Information