PAC - Automated Receipt Apply

This program provides you with an automated tool to bulk apply parent account receipts against unpaid charges.

The first step is to search for unapplied receipts using various search fields.

Click the 'Go' button to begin the search and display the unapplied receipts in the 'Auto Receipt Apply List' screen.

Select the 'Delete' Action link to individually remove any receipts that you do not want to be applied.

Once you are satisfied, select the 'Go' button to proceed to the 'Auto Receipt Apply – Charge Start Date' screen. You will be prompted to enter a 'Charge Start Date'.  There are two possible scenarios:

1. Leave the 'Charge Start Date' blank in which case the system will start applying to the oldest unpaid charges.
2. Enter a date for 'Charge Start Date' in which case the system will start applying to unpaid charges from this date forward.

Select the 'Go' button to proceed with applying the selected receipts.