If the Payment is Not Yet Posted and has not been reconciled:

  1. Open the original deposit
  2. If the Deposit cleared on box is checked uncheck it and save the deposit
  3. Select the Receipts tab. If the status of the deposit is closed, change the deposit status to open.
  4. Highlight payment in question
  5. If the Payment has been applied, unapply it from all charges, then Save and close the Payment
  6. Highlight the payment again and click Delete
  7. Click Yes to confirm delete
  8. Re-enter receipt with correct Payment For and Paid By information

If the Payment is Posted and has not been reconciled:

  1. Open the original deposit
  2. If the Deposit cleared on box is checked uncheck it and save the deposit
  3. Select the Receipts or Deposit tab. If the status of the deposit is closed, change the deposit status to open.
  4. Highlight payment in question
  5. If the Payment has been applied, unapply it from all charges, then Save and close the Payment
  6. Highlight the Receipt or Payment again and click Edit
  7. Select Receipt, Void Receipt  or Payment, Void Payment from the menu bar
    Note: Reversing entries and the new credit entries will post the next time transactions are posted to General Ledger. The post date for the reversing entries defaults to the original receipt date.
  8. Create a new deposit or payment for the correct payer and add the correct payment to that deposit

If the Payment has been reconciled:

Reconciled deposits cannot be edited. To correct the Customer or Payer records

  1. Add a Debit Memo or a new Invoice to correct the balance for the Customer\Payer to which the payment was incorrectly applied
  2. Add a Credit Memo or create a new Deposit and Receipt for the Customer\Payer the payment to which should have been applied