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Navigate back to the Celigo Lockbox Batch by clicking on the hyperlink as shown below.
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Navigate again to Lockbox Transactions tab and locate a line with a Status of Partially Applied .
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For that row, click on the ID number, not Edit, as shown below.
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Navigate to the Lockbox Invoices tab. Are there multiple invoices for the payment? Is one or more matched, and one or more unmatched?
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In the example above, one invoice is paid and the other is not.
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To fix this, click on the Native Transactions tab, and edit the payment that was created. Here, because we were able to identify the customer, we will be able to see all open invoices for them. We can now apply it to the remaining invoice (assuming it is the correct one) and save.
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Return to the transaction (by clicking on the Lockbox Transaction number in the custom tab or going back in your browser). Here, you can see that the transaction has changed to Applied.
Important note: We recommend you refrain from using the Edit hyperlink for viewing records unless explicitly instructed to do so. It’s a much better practice to click on View or an “ID” hyperlink. This prevents an accidental edit and saves the step of cancelling out of the edit.