How to modify the customer payment after applying it to an invoice?

Allstate_John

Hi there,

 

I recently encountered a question. For example, when this sale order is still a sale order (i.e., not an invoice), I can easily delete or modify the customer payment I apply or match to it.

 

However, once I invoiced this sale order, I found that I was unable to delete or modify the customer payment.

 

Does anyone have a solution to the above issue?

 

Thanks.

Kind regards,

John

 

IMG_7027.pdf

BJ3

Yes this has been a bug bear of mine for probably 20 years.  A staff member applies the payment to the wrong account or wrong payment type and the order has been converted to an invoice after the payment was applied.  Now the payment is locked because it transfers to a Liability Account.  MYOB does two steps.  You can't delete one without deleting the other so you get in a loop you can't get out of.

Only way forward is reversing the payment I'm sorry to say my friend.

 

You'll have to tick this option and then reverse.