We had multiple open invoices for a particular customer. The customer sent in partial payment. The admin person applied the payment to the account. The problem is that several invoices were not accurate, complete, etc., especially with regards to freight charges. Therefore, now we have invoices marked "PAID" that are not correct.
Can the payment be undone, the invoices corrected, then the payment re-applied? Basically we just need a do-over.
Thank you,
jm
If the payment hasn't been deposited to the bank yet then just void the payment (do a find or quick report, select the payment, void it).
If the payment was deposited you'll have to first pull it out of the deposit. Rather than void the deposit you can delete the payment line and plug in a suspense account or similar with the amount, save & close. Now void the pymt. Re-receive, edit the deposit, delete the dummy line and reselect the customer payment.
-- Tara
Do a 'find' on the payment. UNcheck the invoice(s) it was applied to. Save. This will leave a credit to the customer. After you have corrected the invoices, open the recieve payments window and apply the credit as you wish.
Note, this works only if the payment was made at the 'parent' level. If the payment was split among sub:jobs the credit(s) will be split among the sub:jobs as well. If that is the case you need to void or delete the payment. If the payment was deposited you will have to delete the deposit and re-create after you fix the whole mess.
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