Configuring Payment Allocation and Troubleshoot ACH Payment Issues
Configuring Payment Allocation and Troubleshoot ACH Payment Issues
Payment allocation and ACH payment behavior in CINC Core are controlled by settings. Configure the payment distribution settings to control how payments apply across charge levels and assessments.
Configuring Payment Allocation
To prioritize payments by charge level:
In CINC Core, select Setup > Association Setup. If you are using universal navigation, click Associations > Associations > View All.
Select the association.
Select the By Level option in the Post Payments field.
Click Save.
Payments will apply to designated charge levels first, such as specific assessments or services, before general dues. This means priority charges are paid first.
Checking and Updating ACH Eligibility
Each assessment has its own ACH toggle. ACH drafts only apply to assessments with the toggle enabled. This holds true regardless of the priority levels set in the payment distribution settings. As a result, assessments with the toggle off can go unpaid.
To check and update ACH eligibility:
In CINC Core, select System > Assessments. If you are using universal navigation, click Accounting > Settings > Assessments.
Check the status of the ACH toggle for the assessment in question. If the toggle is off, turn it on to enable ACH payments for that assessment.
Click Save.