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how to reverse a payment applied to customer with no sales invoice to offset

Posted on by 5

a payment was applied to a customer but not an invoice in error.  How  do we  void or unapply the payment to the customer.  (the payee of the check made check out to us in error - should have gone to someone else).

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  • RE: how to reverse a payment applied to customer with no sales invoice to offset

    Hi,

    Go to your customer ledger entries and select the entry which you have applied wrongly and select the unapply the entries. Payment will be unapplied 

    pastedimage1577339266488v1.png

    Thanks,

    Mahesh

  • clucas Profile Picture
    clucas 5 on at
    RE: how to reverse a payment applied to customer with no sales invoice to offset

    it was a payment we received in error, that was applied to a customer of ours in error, which had no invoice to apply to, so it was just applied to the customer in general.  

  • Suggested answer
    Surath Profile Picture
    Surath 330 on at
    RE: how to reverse a payment applied to customer with no sales invoice to offset

    If it's just he cheque that you have printed, you can void the check. But if you have already posted the payment, you can reverse the payment entry.

    refer the below link.

    docs.microsoft.com/.../finance-how-reverse-journal-posting  

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