Learn how to manage unapplied payments when customer account details or invoice information is incomplete or when payments exceed invoice balances.

Use the Unapplied Payments feature to create unapplied payments under the following circumstances:

• You do not know which customer account the payment belongs to.

• You know what customer account the payment belongs to, but you do not know which invoice the payment is applied to.

• You receive a payment from your customer that exceeds the balance on their invoice.

• You receive a payment from your customer before the invoice has been created.