Forum Discussion

Dean-'s avatar
Dean-
2 years ago

Bank Feeds - Undo Customer Payment

Hi all,  (I'll summarise with the process)   1) within bank feeds, apply recieved payment to a customer 2) click 'undo'     3) Popup notification - This payment had a prompt payment discount of ...
  • Steven_M's avatar
    Steven_M
    2 years ago

    Hi Dean- 

     

    When selecting Undo on a match you are selecting to undo the match to that transaction. The AccountRight matched transaction remains in the software.

    If you need to also remove that AccountRight transaction you would open that payment transaction, in this case the Receive Payments transaction, and select Edit>>Delete transaction. This will remove the transaction from AccountRight. 

     

    In terms of the warning message relating to the prompt payment discount. This typically occurs when you have a discount added to the terms of the invoice and the customer pays the invoice off in full before the discount due date. The reason for the warning on this situation as it is to alert you to the fact that a discount has been applied which in turn creates a credit note, which may also need to be deleted (if required).

     

Steven_M's avatar
Steven_M
Former Staff
2 years ago

Hi Dean- 

 

When selecting Undo on a match you are selecting to undo the match to that transaction. The AccountRight matched transaction remains in the software.

If you need to also remove that AccountRight transaction you would open that payment transaction, in this case the Receive Payments transaction, and select Edit>>Delete transaction. This will remove the transaction from AccountRight. 

 

In terms of the warning message relating to the prompt payment discount. This typically occurs when you have a discount added to the terms of the invoice and the customer pays the invoice off in full before the discount due date. The reason for the warning on this situation as it is to alert you to the fact that a discount has been applied which in turn creates a credit note, which may also need to be deleted (if required).

 

  • Dean-'s avatar
    Dean-
    2 years ago

    Hi Steven,

     

    Appreciate the detailed explaination, thank you. Much better than the phone support who avoided answering those questions and just told me to clear the cache/temp folder.

     

    I have double checked, and there's no credits. But now I know to look out for these.

     

    Thanks again for your help.

     

    Cheers,

    Dean  

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