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How to Edit Payment Allocation Between Multiple Items on an Invoice

How to Edit Payment Allocation Between Multiple Items on an Invoice

  1. Sign in to a PlayerFirst website.

  2. On the left navigation, click Sales > Invoices.

  3. Use the search and filters to find the invoice you want to edit.

  4. Click the invoice number to open the invoice.

  5. Under Payment Schedule and History, click on the payment you wish to edit the allocation for.

  6. Click Edit Allocation.

  7. Note the columns between the Cost and the Applied columns. As money is added or subtracted from the Applied input, the moneys in these columns update accordingly.

    • Discounts: This shows PREVIOUSLY applied discounts.

    • Pro-rates: This shows PREVIOUSLY applied prorates.

    • Scholarships: This shows PREVIOUSLY applied scholarships.

    • Paid: This shows PREVIOUSLY completed payments.

    • Remaining Balance: The cost - all payments and deductions.

  8. Under the Applied column, adjust the amounts next to each item to reflect the correct allocation. You aren’t finished until the amount next to Remaining: is $0.00.

  9. Click Save.

  10. Under Invoiced Items, confirm that the new allocation is reflected under the Balance column.

  11. Admin Notes: Add a note with today’s date, a brief explanation of the actions taken, and your initials.