How can I have payments default to apply in a particular order?

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Payments are applied in due date order, chronologically oldest to newest, then by payment order (from Catalog Item) on an invoice.

  • The payment order determines which payment applies first in cases where the due date is the same.
  • Adjust the payment order on the catalog item. 

Here are some tips:

  • Payments are per invoice, so you cannot, for example, direct the system to pay an older invoice. The payer determines which invoice a payment applies to.