Changing Payment account - greyed out
Hi, I need to change a payment on an invoice. The invoice was incorrectly allocated to to the wrong deposit account and when I go in to change it, it is greyed out. The period is NOT locked. ...
Forum Discussion
Hi JO198 , was the payment received against an order, since converted to an invoice?
Hi Mike,
Potentially it was an order when the payment was received and now an invoice. But I am not entirely sure as it was a colleague who allocated payment against the wrong bank account. It may have been invoiced before the payment was made.
Thanks
Hi JO198 , you can check that by bringing up the invoice via Find Transactions. If it was paid when it was an order, then there will be a "transfer from deposits" entry, because the receipt would have been allocated to the "deposits from customers" account, and then transferred out to debtors when the order was converted to an invoice.
Hi Mike,
Yes it was paid when it was an invoice. It has the transfer from deposits entry.
Thanks I never knew this!
Can I not change the payment method if this is the case?
Hi JO198 , OK, so it was an order when it was paid. Unfortunately these can't be deleted once the order has been converted, only reversed.
Have a look here for advice on that topic:
