Overview
You can remove a payment from an invoice by unapplying it. For example, if you apply payment credit to the wrong invoice, you can unapply it to revert the action.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Accounting and email permissions are required to use this feature. Please contact the account administrator on your team.
Things to know
To unapply an exported payment, make sure you have the Unapply exported transactions (Payment Collections) permission enabled. Contact your local administrator for assistance.
You can unapply a payment from an invoice even if the payment or invoice are exported.
Unapply a payment credit from a specific invoice
To unapply a payment credit from a specific invoice:
Search for and go to the invoice with the payment you want to unapply.
On the invoice screen, search for the payment on the Payments section and click unapply.
On the popup that appears, click Confirm.
You can find the unapplied credit in the Available Credit tab.
FAQ
Is it possible to unapply a payment from the invoice when the payment or the invoice are exported?
Yes, it is possible to have the payment unapplied from the invoice when the payment and the invoice are exported. The exporting does not necessarily interfere with the apply or unapply process of the payment.
For more on how to unapply a payment, see Unapply a payment credit.
Want to learn more?
See Payments