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How do I unpay a Customer Invoice when Payment Details are greyed out?

Summary

How do I unpay a Customer Invoice when the Payment Details (i.e. Date Paid and Amt. Paid) are greyed out?

Detailed Description

For example:

 

To unpay an invoice when the Payment Details are greyed out:

Step 1: Change Customer Receipting option

  • Click on Debtors toolbar option.
  • Click on the Setup tab.
  • Change the Customer Receipting option to Optional.

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:

  • Click on the Cashbook toolbar option.
  • Click on the transaction you wish wo delete,so it is highlighted blue.
  • Click on the Delete button.

 

  • Click Yes to Confirm message: 'This transaction is linked to one or more receipts. Deleting this transaction will also unbank the receipts. Do you want to continue?'
  • Click Yes to Confirm message: ' Proceed with deletion?'

 

Step 3: Delete the customer receipt:

  • Click on Debtors toolbar option.
  • Click on the Receipts  tab.
  • Click on the (now unbanked) transaction so it is highlighted blue.
  • Click on the Delete button.

 

  • Click Yes to Confirm message: 'Delete receipt reference '1'?

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