Making overpayments in Cashiering

Desire to apply overpayments to customer accounts

• Tyler Cashiering
• Munis

Customer wants to make an overpayment to apply to future bills, or for other reasons 

To allow overpayments, the Payment Type must allow it:

1. In Cashiering, go to Administration > Payment Types
2. Find desired Payment Type and select Edit (pencil icon)
3. Under the Processing tab, turn the toggle on to Allow payment greater than balance due
4. Click Save

If customer does not have an invoice with a balance due, an overpayment can be applied to a zero balance invoice. The payment type must allow zero balance items:

Allow or Exclude Zero Balance Items in Cashiering

To allow partial payments to invoices:

Setup Partial Payments in Tyler Cashiering