Hi,
I've just noticed that a Card payment from a customer failed, although I have 'received' it on Solar. How do I update the customer account to re introduce the invoice amount and cancel the 'receieved' payment so that my accounts read correctly?
Kind Regards
Ed
Hi Ed,
If you haven't issued the receipt or paid invoice yet, and you have not
submitted a tax return yet for the period, the simplest solution is to just
delete the payment in the Transactions list.
Otherwise you will need to create a reversing transaction - to do that:
1. Right-click on the invoice payment transaction in the Transactions list
and select 'Copy'
2. Tick 'Show Paid Invoices' and selec the invoice that was 'paid'
3. Add a minus sign to the Amount Received figure to reverse the original
payment
After that you should find that the Received amount on the invoice reverts
back to zero, with the full amount of the invoice still owing.
