There are two ways you can control this – either change your apply order or use the Detail Apply program.  To change your apply order, enter a PMT on a Client-Matter with outstanding AR.  As soon as the open invoices are listed in the apply grid, right click and choose “Adjust Apply Order.”  Drag and drop the 4 options seen (Costs, Expenses, Fees and Interest) in the order you want Orion to apply partial payments and then close the window. The Apply Order is held on an User basis so each User entering payments will need to make this change.  Also, do NOT remove the check marks from any of the options.  The recommended apply order for PMT, RAP and TAP transactions is Costs, Expenses, Fees and Interest.

You may also use the Detail Apply feature to specify the amount to apply to each AR record associated with an invoice.  Highlight the invoice you want to pay, right click and choose “Detail Apply.”  The following screen will appear:

Enter the amount you want to apply in the Apply column for each line shown and then click OK when done.