EventPro User Manual

Editing, Re-allocating or Un-Allocating a Payment

Hide Navigation Pane

Editing, Re-allocating or Un-Allocating a Payment

 Previous topic Next topic No directory for this topic Expand/collapse all hidden text  

Editing, Re-allocating or Un-Allocating a Payment

 Previous topic Next topic Topic directory requires JavaScript JavaScript is required for expanding text JavaScript is required for the print function Mail us feedback on this topic.  
Click to Expand/Collapse TextEdit a Payment
1.Click on the Finance tab and select the Payments sub-tab.
2.Select the correct payment and click the Edit button to the right of the selection grid. The Payment screen will open.
3.To edit the fields under Received From or Payment Summary, click the Edit button in the top right corner.
4.The Payment [Edit] window will open.  Make any required changes and click Save to return to the payment.

Note that you can still edit the User Fields on a payment after it has been voided.

5.When you are done editing the payment, click Save.  Click Yes in the Confirm box if you want to print the receipt.
Click to Expand/Collapse TextRe-Allocate or Un-Allocate a Payment
1.To re-allocate or un-allocate a payment, select the correct payment and click the Edit button to the right of the selection grid. The Payment screen will open.
2. Go to the selection grid in the bottom section of the Payment window.

_img792

3.Click in a field under the This Payment column and type in the correct numbers.
4.For example, if you want to un-allocate a payment from an invoice, find that invoice row, click in the field under the This Payment column and type 0 (zero).
5.If you want to allocate more money from one invoice and less to another and your System Settings do not allow you to over-allocate to invoices (see Accounting System Settings), first go to the invoice to which you want to allocate less, and type in the lesser number.  Then go to the other invoice, and type in the larger number.  This way you will not over-allocate the payment and receive a warning.
6.As you change the numbers in the This Payment column, you will see that the Allocated and Un-Allocated fields above will recalculate automatically.
7.When you are done editing the payment, click Save.  Click Yes in the Confirm dialog if you want to print the receipt.