I linked a payment to the wrong fee. How do I fix it?

  1. In the Family's Transactions tab, click the Pencil icon next to the payment you want to unlink from a fee.
  2. This will open the Edit Transaction window. Click the Unlink Payment button.
  3. In the Unlink Payment from all Linked Fees? window, click OK.
  4. Click OK again.
  5. Click the ReApply Payment button.
  6. In Re-Apply Payment Transaction window, click the Apply to Oldest Fee First or choose a specific fee by clicking in it's Apply Amt column.
  7. Save Changes

Example:

The Link family has two fees posted to their account - a tuition fee of $65 and a registration fee of $35. Mrs. Link made a payment for the registration fee only, but it was incorrectly linked to the tuition fee.



Clicking the Pencil icon on the incorrectly linked payment line opens the Edit Transaction window. We'll click Unlink Payment. You can view the linked fee before unlinking it by the clicking View x linked fee(s) button.


In the pop-up box that says, Unlink Payment from all Linked Fees?, we'll click OK; and if prompted, click OK again.
The fee is now unlinked and the Edit Transaction window re-opens. We'll click ReApply Payment.


The Re-Apply Payment Transaction window opens. Since this payment should have been applied to the Registration fee, we'll click in the Registration Apply Amt field and Save Changes.


The payment is now linked to the correct fee.

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