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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?

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!

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