If a payment was applied to the incorrect invoice, you may unapply the payment application.
To unapply a payment application, you must access the customer record.
From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers.
The Customers list will be displayed. Locate the customer in the list, and then click on the hyperlink in the Customer # column to open the customer record.
The Customer record will be displayed. Click on the Invoices tab, and then click on the toggle button to “Show All Invoices”. A list of all invoices for the customer will be shown in the grid area. In the Invoice # column, click on the hyperlink of the desired invoice.
The invoice will be displayed. Click on the Payments tab, and then click on the Unapply Payment button. The payment will be removed from the invoice and available to apply to a different invoice. Make note of the payment number that was unapplied. This will appear on the Customer Payments tab.
