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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
- Choose Actions > Manage Customer Payments.
- Locate the payment that you want to unapply.
- Click the Applied Transactions tab in the Transaction Detail section.
- Mark the checkbox next to each transaction from which to unapply the payment.
- Click the Unapply Selected button.
Unapplying payments in the Enter Invoices screen
- Choose Actions > Enter Invoices.
- Locate the payment that you want to unapply.
- In the Applied Invoices section, mark the checkbox next to each transaction from which to unapply the payment.
- Click the Unapply Selected button.
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