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Unapply a receipt or adjustment

To edit or delete an invoice or unpost a service charge, there can be no receipts or adjustments applied. If you attempt to modify an invoice or unpost a service charge with receipts or adjustments applied to it, you'll get one of the following messages:
  • Cannot unpost Service Charges that have applied Receipts and/or other Service Charges.
  • The following invoice(s) could not be modified: The invoice has receipts and/or adjustments applied
  1. Select
    Actions
    , then
    Receipt & Adjustment Entry
    .
  2. Select the
    Overview
     tab.
  3. Filter to find the client.
  4. Find the receipt or adjustment applied to this invoice or service charge.
  5. If the receipt is grayed out:
    1. If your firm uses approval and posting, go to the
      Review
       tab.
    2. Find the receipt/adjustment.
    3. Mark the checkbox next to it.
    4. Right-click and select
      Unapprove Selected
      .
    5. Return to the
      Receipt or Adjustment
       tab where you started.
  6. For each receipt or adjustment applied to the invoice or service charge in question, select
    Browse
    .
  7. Change the
    Applied Amount
     to
    0.00
    .
  8. Select
    OK
    .
  9. Repeat for each receipt or adjustment applied to the particular invoice or service charge in question.
  10. Once all receipts and adjustments have been unapplied, you can edit or delete the invoice or unpost or override the service charge.
  11. Re-apply the receipt or credit to the invoice/service charge by repeating steps 1 to 9. In step 7, enter the amount of the receipt you want to apply.

This article applies to:

  • Product: Practice CS
  • Subject: Accounts Receivable