Some data on AR Payments and Prepayments can be edited without unapplying any credits.
Note
Nothing will appear on the customer's statement indicating that the payment or prepayment was edited; the new information will be displayed and there will be no reference to the original.
The following fields can be changed when editing a payment:
Reference
Date
Location
Payment Type
Tracking/Cheque#
Comment
If you need to change other payment information, you will need to either delete or reverse the payment and create a new one.
For payments already included in bank deposits, the only fields that can be edited are the Tracking/Cheque# and the Comment. You'll need to undo the bank deposit before other changes can be made.
To edit a payment
Click
the Customer Account toolbar button
and find the customer.
The Customer Account window opens.
(payments can also be edited from the AR Payments
window and prepayments from the Prepayment
Deposits window).
Select
the payment to edit and click Edit Item.
The Edit Payment window opens.
Change the payment Reference, Date, Location, Payment Type, Tracking/Cheque#, or payment Comment.
Caution
If the payment
type is changed,
agrē checks whether a PTD
was applied because of the original payment type.
If a PTD was originally
applied but the new payment type does not support a PTD, you will
not be allowed to change the payment type.
If no PTD was applied from the original payment type and the new
payment type has a PTD,
the change is permitted but the PTD is set to $0.00 by default.
Save the changes.
The Edit Payment window closes and you're
returned to the Customer Account.