Add an existing payment to another invoiceLast updated on 03/02/2023
Standalone payment (not associated with a project)
If a payment is attached to a single invoice not in a project, you will be able to move the payment to another invoice if the payment is Pending or Posted, but not if the payment is Exported:
If the payment is Pending, you can delete the payment and manually re-add the payment to the correct invoice.
If the payment is Posted, you can unpost the batch, delete the payment, and manually re-add the payment to the correct invoice.
If the payment is Exported, you cannot move the payment.
Note: If the payment is Exported, you can add a negative payment to the invoice to offset the original incorrect payment. Then, you can manually re-add the correct payment to the correct invoice.
Payment in a project
If a payment is in a project, you will be able to move the payment to another invoice if the payment is Pending, but not if the payment is Posted or Exported:
If the payment is Pending, you can move the payment to any other invoice in the project.
If the payment is Posted, you can unpost the batch and move the payment to any other invoice in the project.
If the payment is Exported, you cannot move the payment.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.