Amend incorrect payment applied to an invoice

Modified on Wed, 11 Dec 2019 at 06:30 AM

Available for users of MiMembership V2.1.10+. Please contact support if you would like to update your version.

This process is used when a payment applied to an invoice cannot be deleted and the user wants to amend or correct the payment date, amount or payment method.

Quick Process

  1. Payment applied to invoice has incorrect details i.e. payment method or date were entered incorrectly
  2. Go to Financials > Payments tab > Select incorrect payment from the payment list
    • To filter payments; enter the payment date in the Paid Range fields of the incorrect payment
  3. Select the Delete icon (red cross) located top right of screen
  4. Select Yes to cancel the payment
    • The payment will remain in the database, however will now have a $0 value
    • If the payment has been posted to the GL select the option to Reverse the payment instead of Cancel the payment (only applicable to clients with MYOB or XERO integration installed)
  5. Return to the member's Account tab and apply the correct payment details to the invoice

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