Moving a customer's payment to another Invoice

To apply a payment to a different invoice:

  1. Click Payments In in the left navigation pane
  2. Click the payment to update
  3. Click the Edit icon
  4. On the Customer Payment page, select the invoice that should get the payment and update the Amount Paid
  5. Click Save

Things to know

If syncing with QuickBooks for Windows or QuickBooks Online the sync will update the customer's record in the accounting software.