In the MissionConnect: Benefits Enter Transactions function if a billing entity overpaid the balance on their invoice it can be over-applied, therefore leaving a credit balance held for future use. However, if all of the invoices for that billing entity had previously been paid in full and an additional payment was received there was no way to apply it to that billing entity without creating a separate payment adjustment since zero balance invoices do not load in the payments grid.
We have now made an enhancement in the way that the payments grid loads invoices. If a billing entity has paid in full, the payments grid will now automatically load all invoices for that billing entity from the prior 31 days. This will allow an overpayment to be applied without creating a payment adjustment and it will work in the same way that it has for other overpayments and hold the credit balance for future use. In the following screen shot the Burkesville church has paid all of their invoices in full, so when the account is selected in payments it now shows the most recent invoice, notice the 0.00 amount remaining. If the Burkesville church sent in an extra payment it could then be applied against invoice 2797 and held as a credit balance for future use.
