If the invoice is unpaid:
  1. In Records, Invoices, open the invoice. 
  2. Select the Payments/Credits tab.
  3. Highlight the credit memo and click Unapply or Unapply All to unapply all credit memos associated with the invoice.
  4. Save and close the invoice.
       Or

       1. In Records, Credit Memos, open the Credit Memo
       2. Highlight the invoice that has the applied Credit Memo
       3. Click Unapply.
       4. Save and close the Credit Memo.

If the invoice is paid (Unapply is grayed out on the Payments/Credits tab):
*Note: If the payment is reconciled through the bank, it will not be possible to unapply the credit memo.
 
  1. In Records, Invoices, open the invoice. 
  2. Select the Payments/Credits tab.
  3. Double-click on the check to open it.
  4. Select Payment, Void from the menu bar.
  5. Enter the appropriate information for the void and click Void or Void and Purge now.
  6. **When voiding a payment from an invoice, the void and purge option is only available if the payment has a status of not yet posted or do not post.  When posted transactions are voided, the program automatically creates a reversal in General Ledger the next time you post. Use the same reversal post date as post date to ensure a clean wash.
  7. Click the X to exit out of the check.
  8. Highlight the credit memo and click Unapply or Unapply All to unapply all credit memos associated with the invoice.
  9. Save and close the invoice.
  10. If necessary, recreate the check with the same payment date using the same check number.
  11. Post the new check (if it was previously posted.