Finding the Payment to Edit
In order to correct a payment in an invoice, you need the payment unique number. First, open the invoice whose payment you need to correct and go to the tender tab.
Next, identify the unique number for the payment by going to Options > Invoice Options > Edit Single Transaction
A new window will appear after you click the Edit Single Transaction option. From here, head to the Payment tab and take note of the payment unique number which is in the Payment column.
Exit the window and the invoice, and from the Navigation Menu, go to Sales > Payments on Account > Edit Payment
After choosing the Edit Payment, the Find Payment window will pop-up. Enter the payment unique number in the Unique No box and search. Select the payment that you wish to edit and click on it.
A new window will pop-up. From here, you have the options to edit the payment amount, the date, or the tender type.
Editing the Tender Amount
In order to edit the tender amount, you need to edit the amount in the payment column, and the amount in the Tender tab.
Once you are done editing the payment amount, just hit Apply on the upper-left corner of the window. This will save your changes and the system will prompt if you want to print a copy of the edited payment.
Editing the Tender Type
From the Payments window, head over to the Tender tab and delete the amount from the incorrect Tender type. Then create the adjustment by placing the correct amount to the correct Tender type like in a normal Cash-type transaction. In our example, we changed the tender-type from Cash to Debit.
Once you are done editing the tender type, just hit Apply on the upper-left corner of the window. This will save your changes and the system will prompt if you want to print a copy of the edited payment.
Editing the Payment Date
From the Payments Tab, head over to the Tender tab and edit the date for the payment in the middle-left portion of the window. Editing the date will automatically adjust the book month for the payment as well.