Removing Credits from Deleted Customer Payments
It is important to understand that deleting a customer payment does not automatically unapply credits that you have applied. If you need to delete a payment that includes bills or invoices with credits applied, you must open each credit and unapply it separately.
Credits can be unapplied either before or after you delete a bill payment.
To unapply a credit memo:
-
Go to Transactions > Customers > Issue Credit Memos > List (Administrator).
-
Click Edit next to the credit you want to unapply.
-
On the Credit Memo, click the Items subtab.
-
Click the Apply subtab.
-
Clear the Apply box next to the invoice it is applied to.
-
Repeat these steps to unapply any other credits necessary.
-
Click Save.
After a credit memo is unapplied, it can then be applied to another invoice.
Related Topics:
- Accepting Customer Payments Workflow Chart
- Applying a Payment on the Customer Payment Page
- Applying a Payment on an Invoice
- Correcting Payments to Invoices
- Entering Payment Information on a Transaction
- Reversing or Deleting Customer Payments
- Approving Customer Payments
- Managing Undeposited Customer Payments
- Consolidated Payments
- Payment Receipts
- Creating a Payment Method
- Handling Returned/NSF Checks
- Allowing Customers to Pay Online