Deleting / Changing Payment transaction

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Deleting / Changing Payment transaction

I have inadvertently clicked on receive payment for an invoice in an order window  - then I have changed the order to an invoice.

(The normal process is changing the order to an invoice then receive payment)

 

Have now realised the wrong bank account has been assigned to the payment and I need to change the bank account assigned to the closed invoice.

 

However, I cannot delete the payment transaction - 

Message coming up " You may not delete a deposit transaction for a recorded sale"

 

Can anyone help please?

Thanks

 

4 REPLIES 4
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Trusted Cover User
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Re: Deleting / Changing Payment transaction

@Pizazz  what I do is open up the invoice, click on History button at the bottom of the invoice (next to the Applied to Date field), select the the line that has the payment (CR------), thus opening up the actual payment, then go to the top of the screen where it says "Deposit to Account) and change the bank account to the one you are seeking.

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MYOB Moderator
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Re: Deleting / Changing Payment transaction

Hi @Pizazz 

 

Please try @JulieM09 method and see if this works for you, otherwise here is a forum post that contains instructions that helped another user who too experienced this same issue. 

 

Please let us know if you have any questions or need further assistance.

Kind regards,
Jesh

MYOB Community Support

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Trusted Cover User
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Re: Deleting / Changing Payment transaction

@Jesh_D  I am not sure that your reply is for me. I was replying to @Pizazz  query, not seeking assistance.

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MYOB Moderator
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Re: Deleting / Changing Payment transaction

Hi @JulieM09 

 

My apologies for the confusion there. The reply is meant for @Pizazz, which I updated to avoid any further confusion.

Kind regards,
Jesh

MYOB Community Support

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