Automatic Payment Applied to Specific Charges

Joseph Heyd
Joseph Heyd New Member
Third Anniversary
in Blackbaud Financial Edge NXT® General Discussions

Does anyone know a way to set the automatic payments in the FE NXT Accounts Receivable module to apply to a specific type of charges? For example, a client has an invoice with three charges for service and two charges for products. The client has an automatic payment scheduled and it applies only to the charges for service.

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  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    Hi Joseph,

    Currently they can't to a specific charge. The business rules let's you dictate if the charge is the oldest / latest, but not a specific one. For that you'd want to manually apply it to control it paying a specific charge.

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