Difference between revisions of "How do I reverse a payment on the sales ledger?"
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{{KB_Tags|customer receipts, payments, reverse payment, cancel payment, delete payment, duplicate, delete}} | {{KB_Tags|customer receipts, payments, reverse payment, cancel payment, delete payment, duplicate, delete}} | ||
Revision as of 11:28, 17 April 2019
Summary
This article explains how to refund a payment in the Sales Ledger.
More Information
Go into " Sales Ledger Receipts".
- At the "Customer:", type in the customer's code if known, or search for the customer.
- Use the "Mode:" to select "All Documents".
- Select the document you want to reverse.
- To reverse a payment against an invoice press the <minus> key and then the amount to reverse (To reverse a payment against a credit note just enter the amount).
- Press [Done].
- Enter the date for the reversal, usually today.
- In the "Cheque no./Comment:" field, enter the cheque number or suitable comment.
- In the "Payment centre:", enter the centre to which the reversal is to go e.g. 'Z992 - Current Bank Account'.
- Press [Done] then choose [Accept]. You are now able to go back in and pay the invoice off with the new cheque or leave it unpaid until your next payment run.
See also
- How do I See All Documents rather than just Outstanding?
- How do I reverse a Payment to a Supplier?
- How do I Put a Customer\Supplier Invoice on Hold?
- How do I allocate a payment to an invoice?
- Posting payments received
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Tags
PL04, SL04
