Hi B-Aus,
Thank you so much for your post and welcome to the Community Forum!
My apologies for the late response. In AccountRight, payments precede invoices when orders are paid, placing the payment on hold until the order becomes an invoice. If you're in a situation where you need to delete a payment connected to an invoice, follow these steps:
- Go to Setup >> Preferences >> Security and activate "Transactions can't be changed, they must be reversed."
- Open the invoice with the payment.
- Select Edit >> Reverse Invoice to create a credit note for the customer.
- Navigate to Sales >> Sales Register >> Returns and Credits to view the credit note.
- If the payment fully covered the invoice, choose Pay Refund to process a refund transaction to the customer's account.
- If it was a partial payment, adjust the refund amount accordingly and apply the residual amount to the invoice in Returns and Credits using the "Apply to Sale" option.
These steps will reverse the invoice, generating Return and Credit transactions to reset the process, allowing you to recreate the invoice and payment if needed.
Please do let me know how you go on this.
Regards,
Earl
