Correcting Payments to Invoices

You can make changes to payments previously applied to invoices on the Customer Payment form.

If you need to change payments applied during a closed accounting period, you need to reopen the closed period. For more information, read Reopening a Closed Period.

To edit customer payment transactions:

1. Go to Customers > Accounts Receivable > Accept Customer Payments.

2. Click Edit next to the transaction you want to change.

3. Make the necessary corrections to the transaction.

4. Click Save.

Related Topics:

• Accepting Customer Payments Workflow Chart
• Applying a Payment on the Customer Payment Page
• Applying a Payment on an Invoice
• Entering Payment Information on a Transaction
• Removing Credits from Deleted Customer Payments
• Reversing or Deleting Customer Payments
• Approving Customer Payments
• Managing Undeposited Customer Payments
• Consolidated Payments
• Payment Receipts
• Creating a Payment Method
• Handling Returned/NSF Checks
• Allowing Customers to Pay Online

General Notices