The Auto-pay Fees with Surplus Balance preference automatically pays any fee with surplus. Surpluses can only be applied to fees for the selected student. When a surplus is available, the payment of a fee comes from the surplus amount for that student only.
When set to Yes, auto-pay occurs in the following scenarios:
- When a deposit is created after adjusting a fee assignment where the total adjustment plus total payments is greater than the fee amount.
- When part of a payment is voided on a fee assignment. This auto-pays any other fees that may exist (but not the one where the payment was just voided).
- When a new fee assignment is created when there is a surplus balance. This auto-pays the newly created fee first then any remaining surplus is auto-paid to other fees.
A message appears when making a payment for Students and Persons when a surplus exists alerting the office person the deposit will be applied to other fees.
Set the Auto-pay Fees preference to either Yes or No then click Save when you are done.
