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Carol Buechner
Carol
 0
Customer Payment Void
91
3
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Posted: Oct 22, 2019   
Votes
Shivakumar Patil
Shivakumar
 38
Replied 

Hi Carol,

If you have already created the banking entry and applied the payment against the customer invoice, you could reverse the payment and reopen the invoice using Open Item Adjustment menu.

This menu should be used carefully. Once you adjust the amount in OIA then banking entry would be reversed and customer invoice would be back to OPEN status. you can then apply the payment correctly.

 

Regards,

Shivakumar Patil

00
Replied: Oct 23, 2019
Votes
Ian Hornabrook
Ian
 477
Replied 

HI Carol,

 

Shivakumar is correct in that Open Item Adjustment is really your only option in the 2016 EE release. The good news is that from the 2018 EE release, even when a customer payment is at "Paid" status, you can use Customer Payment Modify to reset it to "Initial" status, which removes the links to the invoices, reverses the associated postings, and allows the payment to be corrected and linked to the right invoices, or the payment to be deleted.

Regards,

Ian

10
Replied: Oct 23, 2019
Votes
Carol Buechner
Carol
 0
Replied 

Is there a special type of code that I have to set up for this?   Are there instructions anywhere online on how to set up the proper codes, etc so that this works properly?

 

Thanks!

Carol

 

 

 

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Replied: Oct 24, 2019
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