Edit a payment

You can edit a payment once it has been entered into Commusoft. Also see Add a payment to a customer invoice


Watch a quick video showing you how to edit a payment

Or read how to edit a payment

  1. In the Search bar enter the invoice number, or search for the customer/job and click through to the invoice

    2017-09-15_12-18-50.png

  2. Click View on the invoice

    2017-09-15_12-19-05.png

  3. At the bottom of the screen under Payment & allocation history navigate to Actions on the right and click View payment

    2017-09-15_12-19-16.png

  4. Click Edit on the right hand side of the Payment details

    2017-09-15_12-19-24.png

  5. Double click the value you wish to edit under the Amount to allocate column, enter the new value and Save at the bottom of the page

    2017-09-15_12-19-37.png

 

 

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