Unallocate transactions
How to unallcoate payments and credit notes from invoices. You may need to do this to
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Edit or delete (void) an invoice to which you have allocated a payment or credit note.
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The payment or receipt has been incorrectly allocated.
How this works
Unallocating a transaction just means that you remove the link between an invoice and the payment. You may want to do this if you have matched a payment to the wrong invoice, or when you need to edit or delete the invoice.
Once unallocated
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We update the invoice and show it as unpaid.
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We save the payment as a payment on account so you can match to another invoice.
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The balance of your customer or supplier account remains the same.
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The balance of your bank account is not affected.
