Moving a customer's payment to another Invoice
To apply a payment to a different invoice:
- Select Payments In in the navigation menu
- Select the payment to update
- Select Edit
- On the Customer Payment page, select the invoice the payment should be applied to and update the Amount Paid
- Select Save
Things to know
If syncing with QuickBooks Desktop or QuickBooks Online the sync will update the customer's record in the accounting system.
ACCOUNT SETUP View all
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