IP28. Editing a Private Pay Invoice with Payments Allocated

Overview

Editing an invoice that has a payment allocated may lead to over-payment of invoice errors so payments will need to be un-applied first.

Article Sections

• Un-Apply Payment
• Edit Invoice
• Re-Apply Payment

Un-Apply Payment

1. Open the invoice you wish to edit. If payments are applied a notice will be on the screen detailing the payment number. Edit is not allowed.

2. To update a line item it is necessary to un-apply the payments. You may either:

• Use the Go To Payment to un-apply manually.
• Use the Unapply Paymentns button.

3. This will release the invoice for edit.

Edit Invoice

4. Edit your invoice and save.

Re-Apply Payment

5. Return to the payment and reallocate it to the invoice or from the customer tab use the Bulk Apply UnAllocated Payments.