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Evo-ERP and DBA Classic >> Sales >> Reverse a Customer Payment
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Message started by cellis on 09/23/15 at 14:00:58

Title: Reverse a Customer Payment
Post by cellis on 09/23/15 at 14:00:58

Hi. I accidentally applied a payment to a customer invoice by mistake and I'm unable to reverse it. What happened is, I applied the same check number to the same customer for 2 different invoices numbers on the same date. As a result, it will not let me reverse the payment because it tells me that the check is listed twice. I've chosen the invoice that I want to reverse payment against, but that doesn't seem to matter because the only definer is the date...which in this case is the same for both postings. How can I back out the payment that was applied in error?

Title: Re: Reverse a Customer Payment
Post by David Waldmann on 09/24/15 at 04:56:05

Firstly, there is no way to select an invoice to work with until you've entered all the payment information. The "Invoice Number" field at the very top of the screen simply pulls in the customer associated with that invoice. This is a convenience feature since many checks include the Invoice Number but not a Customer ID.

To fix it, what I would try (I'm pretty sure it will work) is to enter a check number that is different. I believe it will say "Check number not found on that date, continue?" and will let you proceed. I would use the original check number with a -B or -2, etc.

Title: Re: Reverse a Customer Payment
Post by cellis on 09/24/15 at 05:07:34

Ok thanks, I'll try that.