If you process a receipt against the wrong client it is easy to fix.

  1. Go to the customer's account

  2. If the payment has been allocated, a) Go to the History Screen b) Click on the payment and unallocate it c) Go back to the 'Current Screen'

  3. In the Current Screen, click on the Payment

    This will also delete the entry for the Cash Book.

  4. Once deleted you can re-add the transaction

Correct Imported Transactions

If you imporeted the transactions from your bank's web page, you may have set a profile incorrectly.

Select 'View/Edit Master Profiles'

Find the imported transaction details and delete it.

Next time you import the transaction, profile it correctly.