Locations:

  • Financial → Students → Student: Payments & Refunds
  • Financial → Add → Payment


Users with the following permissions:

  • Financial — Received Payments → Reapplication of Payments for Bills
  • Financial —  Received Payments → Applying of A/R Transactions
  • Financial —  Received Payments → Add (Refund, Award Refund, RSDR Refund, Returned Check, Tuition Adjustment, Sales Receipt/Refund, Student Balances)


Case:

There are interfaces where you need to distribute the balance between multiple rows.


Problem:

Distributing the balance requires manual calculations and entering the amount for payments manually.


Solution:

Added new calculation logic for the Billing and A/R transactions to automatically calculate the balance distribution. Checking the Paid In Full checkbox will distribute the balance through all the payments from the first to the last payment:




Note: Any award refunds are skipped during the distribution, but checking the Paid In Full checkbox for a refund will increase the balance respectively.


If the balance cannot cover the amount in full, the remaining balance will be entered in the field. If the balance is depleted, the checkboxes beside the empty fields will be disabled:



You can also distribute the balance in your own order and for any payment individually using the Paid In Full checkbox in the relevant row:




Available since 4.53.0 (view release notes)