Charging activity

Adjust payments

Adding, editing or deleting credit card transactions will throw charging activity and scheduled payments out of balance. When this happens the "Adjust credit card payments" link appears at the top of the Budget.

• Click on the "Adjust credit card payments" link to open the "Credit Card Payments" window.
  
  
• In the "Credit Card Payments" window, a value will show in the "Unbal Amt" column for all credit cards that are out of balance. To adjust a credit card, double-click on the credit card row to display the "Credit Card Payment Schedule" dialog box.
  
  
• In the "Credit Card Payment Schedule" dialog box, the amount in the "Unbal amt" textbox is applied to either a "Scheduled" payment or a new payment is scheduled.

Refunds are used as partial payments

• For refunds:
  • Select the next scheduled payment
  • Click on the Apply icon
  • Exit the "Credit Card Payment Schedule" dialog box
• For charges:
  • Select the last scheduled payment
  • Click on the Apply icon
  • Exit the "Credit Card Payment Schedule" dialog box

Refunds are handled the same as charges

• For charges and refunds:
  • Select the last scheduled payment
  • Click on the Apply icon
  • Exit the "Credit Card Payment Schedule" dialog box