Unapply a payment creditLast updated on 03/13/2023
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.
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.
Unapply a payment credit
To unapply a payment credit from an invoice:
Go to the navigation bar and click Search
.From the search dropdown, select Payment then click Search
. Click the payment you want to unapply.
The invoice record opens.
In the side menu, click Collect and apply payment. The Collect and Apply Payments screen opens.
Under Payment Details, select Credits.
Click More
for the payment credit you want to unapply then select Unapply credit.A confirmation notification opens.
Click Confirm.
.
for the payment credit you want to unapply then select 
You can find the unapplied credit in the Available Credit tab.
Unapply a payment credit from a specific invoice
To unapply a payment credit from a specific invoice:
Go to the navigation bar and click Search
.From the search dropdown, select Payment then click Search
. Click the payment you want to unapply.
The invoice record opens.
In the side menu, click Collect and apply payment. The Collect and Apply Payments screen opens.
Under Payment Details select Credits.
Stay on the Available Credit tab or click the Applied Credit tab depending on where the payment credit is that you want to unapply.
Click the carat for the payment credit you want to unapply.
Click Unapply for the invoice you want to unapply the payment credit from.
A confirmation notification opens.
Click Confirm.
You can find the unapplied credit in the Available Credit or Applied Credit tab.
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.