Deleting A Payment Applied

Question

Hi,&nbsp;I received a payment $552.75 on 7/11, and applied to three invoices:25/10 $184.251/11 $184.258/11 $184.25&nbsp;Because the 8/11 one is an order when the payment applied. So it became a deposit for this order.&nbsp;Now we want to delete this payment $552.75 to re-apply to other invoices.We have tried to reverse the order of 8/11 to make it possible to change the payment but it doesn't work. The closed 8/11 invoice will not appear as open invoice. the payment can not be deleted either.&nbsp;&nbsp;Could you pleasae advise what can we do to delete this paymen and generate a new payment to apply to other invoices?&nbsp;Thanks.&nbsp;

steven_m · Answer

Hi&nbsp;20191001myob&nbsp;
&nbsp;
I think you have the right idea in terms of reversing the invoice to generate the credit note.&nbsp;What you want to do though is go to Sales&gt;&gt;Sales Register&gt;&gt;Returns and Credits&gt;&gt;Highlight the credit and select Pay Refund. You would also need to complete the full reversal and Pay Refund process for the other invoices as well. This will generate a series&nbsp;(3) of bank withdrawals that will match the original payment amount.&nbsp;
&nbsp;
Completing that process would take you back to square one where you can generate the invoices again and apply the necessary payment(s).

Forum Discussion

Deleting A Payment Applied

1 Reply

Looking for something else?

Related content

Can't delete payment applied to wrong invoice in Business lite

Can't delete a payment reversal

Online Payments

Deleting an unprocessed payroll electronic payment

Cannot delete a bill payment

Deleting Unprocessd Electronic Payments

Applying Credit Note

Incorrect payment amount applied - need to change