PAYBY payment that was automatically matched to an invoice still shows in Unallocated transactions after a month.
They normally vanish after a few days.
I can't allocate it because the invoice says it's been paid.
When I try to delete the automatically matched payment so I can manually match, I get this error.
An unrecognised error occurred - ReceivePaymentEvent_Delete_TargetPaymentHasBeenReferenced
Hi obz,
Currently, you can't delete the transaction. You'll need to unallocate the automatched transaction and then allocate it again. If the error still occur, make sure to reach out to our support team directly. You can reach them on Live Chat via our virtual assistant, MOCA or by submitting a support case via MyAccount.
Regards,
Earl
Hey, I'm pretty sure I went to the invoice. Down at the bottom, there will be a CRxxxxx number you can click on. Then, on the payment page you get taken to, you delete the payment.
Then, in unallocated transactions, you allocate the payment to the invoice, since it now shows as unpaid.
Hope I remembered that correctly.
Hi FW5,
Thanks for reaching out. To unallocate an automatically matched bank transaction, open the matched transaction and select Unmatch or Unallocate. You can also follow this guide for more information about working with bank transactions. If you need one-on-one help, our support team will be happy to assist. You can contact them through any of the support options on our Contact page.
Cheers,
Princess
Hi obz, thanks for reply. That is what I tried but then I receive the error message you mentioned.
unrecognised error occurred - ReceivePaymentEvent_Delete_TargetPaymentHasBeenReferenced.
Hi Princess_R, thanks for reply. Ok. That will not work in this situation. I have two invoices that were raised and one payment that was made. The invoices have "CR " payment that has been allocated and so are showns as paid. But the payment is unallocated in Banking Transactions.
