The auto apply feature only works if the Retainer Applied as Payment is dated on or before the invoice date. The auto apply feature is used when you want to “show” a RAP or TAP transaction on an Invoice and then have it automatically applied and posted when the Invoice is posted.  You must use a proper date for the RAP in order for it to show on the Invoice and for the auto apply feature to work.

If you want to leave the Invoice “as is” you may simply go back to Bill Preparation, put in the Client-Matter Number, hit enter, choose Action > Set Auto Apply and take off the check box on the RAP, and then find the RAP in AR Manager and apply and post it to the Invoice.

If you need the RAP to show on the Invoice, you will need to unpost and void the Invoice and redo your Invoice with a date AFTER the RAP date  Alternatively, if you want to correct the RAP date you will need to delete the RAP and renter it with a date on or before the date you plan to use on the Invoice. The same logic applies to TAP transactions as well when you use the auto apply feature.