Removing Credits from Deleted Customer Payments

It is important to understand that deleting a customer payment does not automatically unapply credits that you have applied. If you need to delete a payment that includes bills or invoices with credits applied, you must open each credit and unapply it separately.

Credits can be unapplied either before or after you delete a bill payment.

To unapply a credit memo:

1. Go to Transactions > Customers > Issue Credit Memos > List (Administrator).

2. Click Edit next to the credit you want to unapply.

3. On the Credit Memo, click the Items subtab.

4. Click the Apply subtab.

5. Clear the Apply box next to the invoice it is applied to.

6. Repeat these steps to unapply any other credits necessary.

7. Click Save.

After a credit memo is unapplied, it can then be applied to another invoice.

Related Topics:

• Accepting Customer Payments Workflow Chart
• Applying a Payment on the Customer Payment Page
• Applying a Payment on an Invoice
• Correcting Payments to Invoices
• Entering Payment Information on a Transaction
• 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