Overview

If payments or credits are not automatically applied to homeowner accounts, it typically means that the AR Status or account settings prevent auto payment application. This article explains where to check these settings and how to correct them if needed.

 

1. Check the AR Status

Check the AR Status assigned to the homeowner and review its settings under Accounting > AR > AR Setup > Manage AR Status.

  1. Go to Accounting > AR > AR Setup > Manage AR Status.
  2. Locate the AR Status linked to the homeowner’s account.
  3. Review the option Allow Auto Payment Application.
    • If unchecked, payments and credits for accounts with this status must be applied manually.
    • If checked, payments and credits will automatically apply during the nightly process.



 2. Check the Account Settings

There is a second place where Allow Auto Payment Application should be reviewed.

  1. Open the homeowner account.
  2. Go to the Account Info tab and look under the AR Processing section.
  3. Check if Allow Auto Payment Application is selected.

Sometimes this option may be turned off for an individual account only.

 

3. Apply Payments Manually

If auto application is not allowed for the account, payments and credits can be applied manually.

  1. Open the homeowner’s account.
  2. Go to the Transactions tab.
  3. Select the unapplied payment or credit.
  4. Click Apply and choose the charge(s) to apply it to.
  5. Click Save.

 

4. Update the AR Status (if applicable)

If the association’s policy allows automatic payment application, you can update the AR Status settings.

  1. Go to Accounting > AR > AR Setup > Manage AR Status.
  2. Edit the AR Status.
  3. Check the box Allow Auto Payment Application.
  4. Click Save.

Note: Changes apply to all accounts assigned to that AR Status.

 

5. Additional Tips

  • Automatic payment application runs during the nightly process.
  • Verify the next day to confirm if payments were applied after enabling the setting.
  • If payments still remain unapplied, review the AR Status and account settings again or contact support for further assistance.