Unallocate a Payment or Credit from an Invoice in a Company's Statement
Unallocate a Payment or Credit from an Invoice in a Company's Statement
Overview
To unallocate a payment or credit note from a company's status, for example if you have allocated the credit or payment to the incorrect invoice, follow the steps in the following video. A step by step guide can be found below the video.
Steps
Open the Company Record .
Go to the Statement tab.
Locate the payment or invoice that needs to be unallocated.
Green select either the payment or the invoice.
Using the Actions menu, select Cancel Allocations .