Unapplying payments from a customer invoice

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If you find that you need to unapply a customer payment that has been applied to a customer invoice or credit memo, follow either of the procedures below.

Unapplying payments in the Manage Customer Payments screen

  1. Choose Actions > Manage Customer Payments.
  2. Locate the payment that you want to unapply.
    • In the Rapid tab, locate the row for the transaction in the grid, and then click the column to the left of the Type column to select that row. Click the Detail tab to view the detailed transaction record.
    • In the Detail tab, use the Navigation buttons buttons to locate the transaction.
  3. Click the Applied Transactions tab in the Transaction Detail section.
  4. Mark the checkbox next to each transaction from which to unapply the payment.
  5. Click the Unapply Selected button.

Unapplying payments in the Enter Invoices screen

  1. Choose Actions > Enter Invoices.
  2. Locate the payment that you want to unapply.
    • In the Rapid tab, locate the row for the transaction in the grid, and then click the column to the left of the Type column to select that row. Click the Detail tab to view the detailed transaction record.
    • In the Detail tab, use the Navigation buttons buttons to locate the transaction.
  3. In the Applied Invoices section, mark the checkbox next to each transaction from which to unapply the payment.
  4. Click the Unapply Selected button.

Related topics

Accounts Receivable service overview

Applying customer payments

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