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changes.mady.by.user Former user

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changes.mady.by.user Andres Toledo

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Overview


Excerpt

The user will have the option to edit a payment when needed. To edit a payment, follow the steps below explained.


Instructions

Ui steps
sizesmall

 

Ui step

Once you find the Control number that you want to edit, go to the Actions column > Click on Edit.


Ui step

 The system will redirect you to the Receive Payment tab. There, you will have the option to enter the payment and update the information needed. The system will also list the available pending orders for the customer so you can apply the amount to other orders if you want. You can also unapply the payment by clicking on Clear.m

Unapply Overpayments

The system will allow editing a payment that was created as an Overpayment to choose some open invoices and pay them. And the other way around, if a user wants to take a payment and take off the orders previously added, the system will open those invoices and leave the money as open credit.



Ui step

Finally, click on Save & Close or Save & New, to save the changes. This will save the update under the same payment control number. 



Note

Please keep in mind that Komet will not allow you to edit payments records with an overpayment that has been applied to another invoice. The system will display an error message if this is the case.


Info
titlePayment Date Restrictions

The system allows restricting users from editing the payment date. This option can be enabled from Setup User Options.



Panel
titleRelated Articles

Filter by label (Content by label)
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sorttitle
cqllabel in ( "payment-history" , "cancel-payment" , "edit-payment" , "send-payment-by-email" , "print-payment" , "payments" )


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