Moving a customer's payment to another Invoice

February 04, 2022 22:32
Updated

To apply a payment to a different invoice:

Select Payments In in the navigation menu
Select the payment to update
Select Edit
On the Customer Payment page, select the invoice the payment should be applied to and update the Amount Paid
Select Save

Things to know

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