How do I unpay a Customer Invoice when the Payment Details (i.e. Date Paid and Amt. Paid) are greyed out?
To unpay an invoice when the Payment Details are greyed out:
Step 1: Change Customer Receipting option
Note: Payment Details of a Customer Invoice are greyed out when the Customer Receipting option is set to Compulsory.
Note: If Customer Receipting is set to Compulsory, this will be the only available method of recording payments from customers. If Optional is selected, a receipt can be recorded using any of the 3 methods, i.e. transaction entry screen, customer invoices listing screen and customer receipts.
Step 2: Delete receipt transaction in Cashbook:
Step 3: Delete the customer receipt: