Edit Payment Details on an Invoice

The following instructions are to edit the payment details on an invoice. (i.e., Payment Method, Reference/Check #, Payment Date) See Example

Note: Payment details processed with RevPayments or Bluefin cannot be edited. 

Instructions

The employee following these instructions must have access to Edit Payments. Note: The office's administrator may need to complete the steps noted below for User Role Access.

User Role Access

1. Access Admin > Employee/Roles > User Roles > open the user role.
2. In the Access Permissions section, open the Accounting Module.
3. Verify Accounting > Edit Applied Payments, is checked, if not checked, check the box. 
4. Click 'Save.' 
5. Log out and log in to see the changes associated to the setting. 

Accounting

1. Access Accounting > Payments.
2. Complete a search for your payment. 
3. Click on the line item within the grid to open the payment to edit.
4. Click 'Edit Payment.'
5. In the Edit Payment modal, the payment details display within the fields, edit the information as needed.
6. Click 'Save.'