When a party pays partially by cash and partially by card for multiple filings in a single submission, how should posting be allocated?

• A. Allocate payments to each fee type per the payer’s breakdown or to the total if itemized, ensuring alignment with the fee schedule.
• B. Allocate the entire amount to the filing fee.
• C. Allocate the payment based on the party with the largest outstanding balance.
• D. Allocate randomly and adjust later.

Answer: (A)

Allocating a mixed payment across multiple fee types requires honoring the payer’s breakdown whenever a line-item or fee-type breakdown is provided, and applying the total only when itemization isn’t available. When a single submission covers several filings, each fee type (filing fee, service charge, etc.) should be credited with the amounts the payer indicated for those items. If there is an itemized breakdown, post those exact amounts to the corresponding fee types. If no itemization exists and only a total payment is provided, apply that total to the aggregate of the applicable fees, ensuring the amounts posted do not exceed the total and align with the fee schedule. This approach keeps revenue records accurate and auditable, reflects the payer’s intent, and prevents misallocation of funds.

Posting the entire amount to just the filing fee, basing allocation on the largest outstanding balance, or doing random allocation would undermine accuracy and compliance with the fee structure.