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In the Edit Payment window, you can edit and adjust payments in several ways, depending on the posting status.

If you haven't posted the payment, you can edit any field, including the payment amount. If you've posted the payment, you can edit the reference number, payment description, payment date, printed flag, and invoice due date for prepayments. You cannot change the payment amount, but you can reapply the payment to another invoice by clicking Re-Apply Payment. You can also move money from an invoice to the unapplied payments fee.

If you voided a payment, you can only edit the payment's void date.

 To Edit or Adjust a Payment
  1. Under Manage Records, click the Transactions tab.
  2. In the drop-down list, select Accounts Receivable Payments and click Go .
  3. Click Add/Edit Payments.
  4. Select the payment you want to edit and click Edit. You may need to filter by the customer's name or select All Users and All Periods under Posting Period.
  5. Make any needed changes and click OK to save changes to the payment.
 To Re-Apply a Payment to Another Invoice
  1. Under Manage Records, click the Transactions tab.
  2. In the drop-down list, select Accounts Receivable Payments and click Go .
  3. Click Add/Edit Payments.
  4. Select the payment you want to re-apply and click Edit. You may need to filter by the customer's name or select All Users and All Periods under Posting Period.
  5. Click Re-Apply Payment.
  6. Select the invoice that was paid and clear the Pay? checkbox.
  7. Select the invoice you are applying the payment toward.
  8. Enter the payment amount you want to apply in the Applied Amount field and select Pay?, then click OK.
  9. When the confirmation message displays, click Yes.
  10. When the Transfer Revenue window displays, edit the Posting Date, Post Month/Year, Transaction Source, and Transfer Explanation if needed.
  11. Click Transfer Payment. This posts a journal entry to transfer the money that you moved.
 To Move a Payment from an Invoice to the Unapplied Payments Fee
  1. Under Manage Records, click the Transactions tab.
  2. In the drop-down list, select Accounts Receivable Payments and click Go .
  3. Click Add/Edit Payments.
  4. Select the payment you want to re-apply and click Edit. You may need to filter by the customer's name or select All Users and All Periods under Posting Period.
  5. Click Re-Apply Payment.
  6. Select the invoice that was paid and clear the Pay? checkbox.
  7. Select the Unapplied Amount/Invoice Wash check box and select Unapplied Payment in the drop-down list.
  8. On the Unapplied Amount tab, enter the amount of the payment in the Amount field.
  9. Click OK.
  10. If the Transfer Revenue window displays, edit the Posting Date, Post Month/Year, Transaction Source, and Transfer Explanation if needed.
  11. Click Transfer Payment. This posts a journal entry to transfer the money moved.