payment applied twice

PMR1954

Hi

Im not sure how to rectify this.

I have three invoices all paid by credit card, the payments were applied twice in error.

When an attempt was made to delete the second payment, they deleted the deposit in error. Now all three invoices are paid and have a credit applied to their account.

How do I find the transaction that has applied the credit and delete it?

thank in advance

Acctd4

If the account is in credit, the 2nd payment hasn't been applied (you can't allocate a full payment more than once to the same invoice) It sounds to me like the 2nd payment has just been entered (via Receive Payment) but has not been allocated.

All you need to do is view the transactions under the Customer Name in your Customer List - If you right-click on the transactions, you can add the Open Balance column which will make it easier to identify where the outstanding credit - eg unapplied payment - is sitting as the Open Balance will show this amount.

PMR1954

HI Shaz

thanks for your response, I have found the payment in the open balance, when I try to delete it, I get a response stating -

Warning: You need to delete this payment from the deposit before you can deleted the transaction itself or edit its name or amount.

So with the deposit being deleted I cant work out how to get past this and delete the transactions, any idea?

Acctd4

If you’re getting that warning, you’re in the deposit rather than the payment.

The payment is in the Receive Payments window & it’s in that screen that you need to delete.