Unapply transactions from an invoice

Open Menu > Receivables > Invoicing, and then select the Invoices tab to unapply an invoice when its linked customer payment, deposit, or credit memo must be applied differently. QuickStart removes every application from the invoice, makes its amount due again, and returns the corresponding amounts to the source transactions.

Before you begin

The invoice must have at least one applied customer payment, customer deposit, or credit memo, and the affected posting period must be open.

To unapply an invoice

1. Open Menu > Receivables > Invoicing, and then select the Invoices tab.
2. Open the invoice.
3. Select More actions > Unapply.
4. Review the affected transactions.
5. Confirm Unapply.

QuickStart removes all applications from the invoice. The invoice amount becomes due again, and the corresponding amounts become available on the source transactions. The action is unavailable when the invoice has no applied transactions or the change would affect a closed posting period.