reverse payment from 2 months ago
Yikes. I have just realized I put a payment through to the wrong customer almost 2 months ago. How do I reverse the payment and put it against correct customer without having to undo all the bank r...
Forum Discussion
Hey Susie_Q,
Good catch on the mix-up of the payment. To sort it, you can either delete or reverse the customer payment that landed against the wrong customer. Between the two, deleting is the quicker and has the cleaner fix. With either option, you’ll still need to undo the bank reconciliation for that transaction and then re‑reconcile once the payment’s in the right spot. Here's a link for deleting a customer payment that you'll find really helpful.
Cheers,
Doreen
