Voiding mis-applied cash receipt

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Posted on by Bradley Johnson

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Typically we do Financial>Sales>Cash Receipts> to record customer pmts we receive and to apply those payments to the correct invoices. Then we do Financial>Bank Deposits to record the payments to the Check Register.

We realized that we applied a payment received to the wrong customer and now want to void the receipt and re-do the entire process for the correct customer. Is there a way to do this?

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Community Member Microsoft Employee on at

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RE: Voiding mis-applied cash receipt

Scroll down until you see it or the original amount you paid for.
Community Member Microsoft Employee on at

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RE: Voiding mis-applied cash receipt

I have the same question as DawnKelly. Can anyone help?
DawnKelly 5 on at

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RE: Voiding mis-applied cash receipt

I am trying to do the same type of void. My payment transaction description is not showing in the Apply Sales Documents Window. Why would that be?
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Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at

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RE: Voiding mis-applied cash receipt

Yes. Unapply the payment using 'Apply Sales Documents' window. Then, void the payment in the 'Posted Transactions' window. This will also void/reverse the deposit in the checkbook.

Then, re-enter the payment to the correct customer and re-deposit to the checkbook.