Watch this video to see how to unallocate or move customer payments or follow the steps below it.
Navigate to the correct window
- Navigate to Debtors / Unallocate/Move Payments.
Enter the receipt number
- Enter the appropriate receipt number in the Receipt Number text box.
Unallocate the payment
This is one of your options in this window, you are also able to move the payment which steps will be shown below this.
- Select the appropriate payment in the SELECTED column and press the Enter key on your keyboard.
- Remove the account number in the Move To text box.
Move the payment
- Select the appropriate payment in the SELECTED column and press the Enter key on your keyboard.
- Enter the appropriate customer account number in the Move To text box.
Save the changes
- Click the Accept button.