How to correctly apply payment credits to charges?

Scoutbook Using Scoutbook
1

How do you apply credits in Scout accounts to new charges?

Let’s say there is a charge, following by a profit-sharing event:

  • Record a Charge from the Unit, “April Monthly Dues”, $20
  • Record a Credit from the Unit, “April Event Fund Raising Profit Share”, $20, Apply the payment to “April Monthly Dues”.

How do you handle the case when the Scout receives profit-sharing earlier, and then applying it to future charges?

  • Record a Credit from the Unit, “April Event Fund Raising Profit Share”, $100, Apply the payment to “Unassigned”
  • In the future, there are charges for May Monthly Dues, $20
2

You can only apply payments to charges that were previously created. You can go back and edit the payment log ad re-assign the Payment to a charge after the charge was created.

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