How to apply payments to canceled invoices

Problem

The system prevents payment application to canceled invoices when jobs have canceled status and balances result from negative payments. This creates outstanding balances and credits on customer accounts.

Solution

1. Go to the canceled job associated with the invoices.

2. Reopen the canceled job.

3. Add a temporary non-taxable task to the first invoice for the required payment amount.

4. Click Collect and apply payment on the invoice.

5. Apply the payment or credit as needed.

6. Delete the temporary task from the invoice.

7. Repeat steps 3-6 for any additional invoices requiring payment application.

8. Mark the job as Completed.

9. Add notes in the job summary indicating the job was canceled.