How to Apply a Payment to the Correct Invoice or Customer Profile

Problem

If a payment was collected on the wrong invoice or customer profile, you may need to apply it to the correct one.

Solution

If the payment is applied to an invoice

1. Go to the invoice and unapply the payment from the invoice.

2. Make note of the payment details, such as amount, payment type, and authorization code, if available.

3. Delete the payment from the invoice.

4. Go to the correct invoice or customer profile to which the payment should be applied.

5. If applying to an invoice, on the invoice screen:        

   1. Click Collect and apply payment.

   2. On the Collect and Apply Payments screen, enter payment details.

6. If applying to a customer profile:        

   1. On the customer profile screen, click the More icon

   2. On the dropdown, select Collect Payment.

   3. On the Collect and Apply Payments screen, enter payment details.

7. If the payment type is a check, click Save.

8. If the payment type is a credit card, click the down arrow on the Charge option and select Save without Charging.

If the payment is on a customer profile

1. Go to the customer profile from which the payment was collected incorrectly.

2. In the side menu, click Payments.

3. Locate the payment incorrectly collected and click the More icon.

4. On the dropdown, select Delete Payment.

5. Click Confirm.

6. Go to the correct invoice or customer profile to which the payment should be applied.

7. If applying to an invoice, on the invoice screen:        

   1. Click Collect and apply payment.

   2. On the Collect and Apply Payments screen, enter payment details.

8. If applying to a customer profile:        

   1. On the customer profile screen, click the More icon

   2. On the dropdown, select Collect Payment.

   3. On the Collect and Apply Payments screen, enter payment details.

9. If the payment type is a check, click Save.

10. If the payment type is a credit card, click the down arrow on the Charge option and select Save without Charging.