Recording a payment

Application types, under- and overpayments, suspense, and schedule re-projection.

Updated June 13, 2026

Open a loan and click Record Payment.

Application types

  • Regular — applied through the waterfall (fees → interest → escrow → principal).
  • Principal-only / Escrow-only / Interest-only — 100% to that bucket.
  • Payoff — clears the loan; future scheduled rows are removed.

Under- and overpayments

  • Underpayment — choose to hold it in suspense (accumulates until there's enough to apply) or apply it as a partial payment.
  • Overpayment — choose where the excess goes: principal, escrow, next payment, fees, or interest.

Re-projection

When applied principal differs from the scheduled amount by more than $0.50 (a curtailment or principal-only payment), NoteHarbor re-projects the remaining schedule from the real balance at the fixed contractual payment — so extra principal shortens the loan rather than shrinking the payment.

Every payment is audited with before-and-after values.

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Recording a payment · NoteHarbor Help