Misapplied payment on customer invoice

[Former Member]

Hi everyone,

I am trying to find ou t if there is an easier way to do fix this situation.

I received a check from a customer but it was erroneously applied to a different customer.

The payment has been deposited to the bank so I am unable to cancel the incoming payment.

If i cancel the the deposit, other deposits for the day will also be open.

Is there another way of applying the payment to the correct customer?

Thanks,

[former_member583013 · Accepted solution]

Optional Method:

If an Invoice was selected when the credit was posted to the wrong customer then I would recommend the solution you have heard from Julie.

If it was a Credit as payment on account, then I would suggest that you Debit the wrongly posted customer and credit the correct customer.

Or Debit wrongly posted customer

Credit the Bank

AND

Create new Incoming Payment for the correct customer.

It all depends on whats involved

Suda

[Former Member · Accepted solution]

Yes, the payment was applied to an invoice.

Thanks for the help!

[Former Member]

This is the correct procudure, cancel deposit, then cancel incoming pmt. Recreate incoming pmt then re-add deposit.

I agree it's a bit long winded, there are a few request on Product Development for a method of changing the application of payments without having to cancel deposits etc