Correcting cash billing payments

You cannot make corrections after the transaction has been sent to the general ledger.

To edit a billing payment entry

1. From Billing, select Enter and edit payments to open the Enter and edit payments window.
2. Click Find.
3. Search for the transaction by entering a value in the Transaction (number), Date, or ID field.
4. Click Save.

Note: You might find multiple transactions if you search by the transaction date or ID. In this case, all possible transactions display in the scrolling list at the bottom of the window. To view the transaction, double-click it.

5. Click Edit.
6. Enter the changes. When the corrections are completed, click Save.

Note: (optional) If you changed the Paid Thru date to a date earlier than the original posting, the Paid Thru date on the Dues/Subscription Payment by Individual window and the subscription record will not change automatically. You must change these dates manually. To manually backdate a Paid Thru date, see To reverse a payment transaction.

To delete a cash billing payment entry

1. From Billing, select Enter and edit payments to open the Enter and edit payments window.
2. Click Find.
3. Search for the transaction by entering a value in the Transaction (number), Date, or ID field.
4. You might find multiple transactions if you search by the transaction date or ID. In this case, all possible transactions display in the scrolling list at the bottom of the window. To view the transaction, double-click it.
5. Click Save.
6. Click Delete. A message is displayed asking you to confirm the deletion.
7. Click Yes to delete the transaction or No to cancel the deletion.

Note: (required) If a Paid Thru date exists on the deleted transaction (for example, not a partial payment), you must manually backdate the Paid Thru date. To manually backdate a Paid Thru date, see To reverse a payment transaction.