Correcting Method of Payment on Sales Invoice

Correcting Method of Payment on Sales Invoice

In order to correct the method of payment on an invoice processed in error, follow these steps on the sales invoice;
  1. Change status from Closed to Open
  2. Click Tender Out
  3. Delete wrong payment type
  4. Select correct payment type
  5. Click Save
  6. Click Finish Order
The payment transaction date will be entered as the date of the change.  If you need this to be the date of original payment received, you will need to do the following;
  1. Open the transaction on sales invoice
  2. Click on the Payment under related items
  3. Unpost the payment
  4. Change the "Actual Date" to original payment date 
  5. Re-Post the payment transaction
Note: There is no separate payment transaction on a POS, so the payment date is unable to be changed. 

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