payments allocated to sales orders reversal?

Question

Accountright V11.0

i have an issue with a payment allocation. A payment was allocated to an incorrect sales order is therer a way to reverse it ?

MARKBARTHELMIE · Answer

hI Genreve

ive tried to do this but there is no option to delte these because they are greyed out. ive checked preferences the tick is not there to only reverse transactions.  so im calling again it looks like.

Genreve_S · Answer

Hi @markbart,

Gotcha, so you’re trying to get rid of the whole sales order.

Reversing the payment puts the balance back to zero, but it still leaves both the original payment and the reversal in the order’s History, so AccountRight still treats it as “a sale with payments applied”.

If you want to delete the order itself:

* Open the sales order, then click History.
* Open and delete both the original payment and the reversal.
* If either of those payments has been included in a bank deposit/electronic payment, delete that deposit first, then delete the payments.
* Once there are no payments left in History, you should be able to delete the order.

If you’ve done all that and it still won’t budge, or you need further help with it, best to get our support team to take a closer look. You can log a support ticket from My Account, or jump into MOCA live chat on the MYOB website.

Regards,
Genreve

markbart · Answer

hI Genreve

i have manage to reverse the payment but now it says a sale with payments applied may not be deleted.? At this stage it is still just an order not a sale.