You may decide that you have allocated a payment to the wrong invoice.

Or you may also find that the payment has been deleted by mistake in the cash book.

Both of these issues require you to reverse the payment allocation inside the Creditor's Module.

In the case of the deleted cash book transaction, you would:

a) Unallocate the payment

b) Delete the payment

c) Remake the payment

d) Reallocate the payment

If you want to reverse or delete a payment, here is how to do it.

  1. Platform > Creditors >

  2. Find the creditor using the normal search methods

  3. Go to History and find the payment you want to reverse

    This will have unhooked the payment.

  4. Go to 'Bills' and decide what you would like to do: