# Apply Unapplied

When you apply account payments, any amount that is not applied to an invoice is considered “unapplied”. Typically, you will have Business Rules set to apply unapplied payment amounts automatically during account bill processing, when new charges are created. Likewise, you will typically set Business Rules to apply credit memos (typically account delivery credits) that are also created in account bill processing. However, if you want to apply unapplied payments and credit memos as a separate step, you can use this option, to apply payments and credit memos to an individual carrier’s outstanding balance.

#### To apply unapplied payments:

1. Select Apply Unapplied from the Account Payments menu to display the Apply Unapplied screen.<br>

   ![Character User Interface](/files/z3cviK5v8NaHY0sWiaWB)

   <figure><img src="/files/M0JBJJ4D0DfViNx5FWUw" alt=""><figcaption><p>Graphical User Interface</p></figcaption></figure>
2. Complete the following fields.<br>

   <table><thead><tr><th width="150">Field</th><th width="150">Type</th><th width="370.2">What to enter</th></tr></thead><tbody><tr><td>COMPANY</td><td>setup</td><td>Enter the ID of the company for which you are applying unapplied payments.</td></tr><tr><td>BILLING SOURCE</td><td>setup</td><td>Enter the ID of the billing source for which you are applying unapplied payments.</td></tr><tr><td>APPLICATION DATE</td><td>date</td><td>This is the date that the payments will show up in the general ledger as “applied.” You will usually enter today’s date here.</td></tr><tr><td>APPLICATION MODE</td><td>display</td><td>Indicate whether the <em>Invoice</em> or <em>Automatic</em> application mode is to be used.</td></tr><tr><td>PAYMENT TYPE</td><td>predefined</td><td><p>If “Invoice” is selected as the application mode, then the payment type must be identified here. Select <em>Unapplied Payments</em> or <em>Credit Memos</em>.</p><p><br>If you select “Credit Memos,” a popup window will appear during entry where you can specify the invoice number.</p></td></tr></tbody></table>
3. Enter the accounts, one after another, that should have unapplied payments applied. When finished, press F4 to exit to the main menu.


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