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Allstate_John's avatar
Allstate_John
Member
11 days ago

How to modify the customer payment after applying it to an invoice?

Hi there,   I recently encountered a question. For example, when this sale order is still a sale order (i.e., not an invoice), I can easily delete or modify the customer payment I apply or match to...
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BJ3's avatar
BJ3
Experienced User
11 days ago

Yes this has been a bug bear of mine for probably 20 years.  A staff member applies the payment to the wrong account or wrong payment type and the order has been converted to an invoice after the payment was applied.  Now the payment is locked because it transfers to a Liability Account.  MYOB does two steps.  You can't delete one without deleting the other so you get in a loop you can't get out of.

Only way forward is reversing the payment I'm sorry to say my friend.

 

You'll have to tick this option and then reverse.

 

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