How to correct a payment that was mistakenly applied to an invoice

Invoice/Quote, Knowledge Base | ID: 6754
  1. Open Paladin Point of Sale.
  2. On the top ribbon, click the Customers module.
  3. On the bottom ribbon, click Advanced Lookup.
  4. Click the Customer tab, and then enter the customer name in the Keyword Search box.
  5. In the Advanced Lookup window, highlight the customer name, and then click Select Customer.
  6. On the bottom ribbon, click Payment Management.
  7. In the Payment Management window, in the Charge Invoices pane, click Show All.
  8. Highlight the credit that was mistakenly applied. It will appear as a red highlight.
  9. Double-click the Payment Applied field, change the number to zero, and then press Enter.

    Note:  The unused credit will be returned to the Credit Invoice.

     

  10. To close the Payment window, click Cancel.

 

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Printed on: 7/21/18