Unapply payments from a customer invoice
If you need to unapply a customer payment that's already been applied to a customer invoice or credit memo, follow either of the procedures below.
Unapply payments in the Manage Customer Payments screen
- SelectActions, thenManage Customer Payments.
- Locate the payment that you want to unapply.
- In theRapidtab, locate the row for the transaction in the grid, and then select the column next to theTypecolumn to select that row.
- Select theDetailtab to view the detailed transaction record.
- In theDetailtab, use the buttons on the navigation menu
to locate the transaction.
- Select theApplied Transactionstab in the Transaction Detail section.
- Select the checkbox next to each transaction from which to unapply the payment.
- SelectUnapply Selected.
Unapply payments in the Enter Invoices screen
- SelectActions, thenEnter Invoices.
- Locate the payment that you want to unapply.
- In theRapidtab, locate the row for the transaction in the grid, and then click the column to the left of the Type column to select that row. Click the Detail tab to view the detailed transaction record.
- In theDetailtab, use the buttons to locate the transaction.
- In the Applied Invoices section, mark the checkbox next to each transaction you want to unapply the payment.
- SelectUnapply Selected
