We have sent a bill to the client that had the rate changed to $0.00 incorrectly. We finalised with payments so it was completely covered by funds in trust. The payments were done as a bulk trust to office transfer. How can I unallocate the individual payment, amend the invoice and then re-allocate the payment against the new amount?
Question
Incorrect Bill sent and paid using trust
- Community Manager
Hello Amanda!
The process is basically going to be reversing / deleting the payment from the invoice, choosing the Edit button that appears, and then making your changes before re-applying payment. This may be something better suited to a live billing Q&A if you have access to it, but in the meantime here are a few articles that walks you through removing the payment and then editing the invoices:
Reverse or Delete Transactions
Edit, Waive, or Void An Invoice
I hope these help and I hope you have a great week!
Sign up for best practice advice, tips and to connect with your peers.
Already have an account? Login
Login or create an account
No account yet? Register
Login with your Smokeball account
Login with Smokeballor
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.