Manage a customer payment

Open Menu > Receivables > Customer payments to find payments by customer, date, or status. Open the preview drawer to review key information, or open the full record.

Depending on the payment state, you can edit it, apply the remaining amount, refund it, unapply linked transactions, copy it, print it, or void it. Voiding reverses the payment’s accounting impact and un-applies affected transactions. A payment created through a payment link cannot be voided, and other actions can be unavailable for a closed posting period or an incompatible transaction state.