Deletion of Payments made by Allocating from Prepayment

Support
1

I have paid an amount of money into a customer account and those funds are being paid out to a succession of invoices to that customer. All was well until I needed to delete an invoice that had already been allocated payment from that reducing balance. The action I took to achieve this was first to view the payment screen for this invoice and delete the payment. I then deleted the invoice. I was subsequently made aware that not only had that payment been deleted for that invoice, but a whole series of payments for other invoices. I can obviously work around this by re-allocating payments to the now outstanding invoices, but surely this is not the way it’s supposed to happen?

Best regards,
Paul.

2

If you delete a payment that is mapped to multiple invoices then it will remove all the payment allocations to those invoices and revert them to unpaid.

Within the payment preview there is an itemised section which will show you where the payment is allocated, if you wanted to just remove a single allocation there’s a corresponding detach button for that.

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When you detach like this it moves that balance back to the credit side of the payment so it can easily be allocated to other invoices.