Overview
Correcting payments applied to the incorrect invoice or job can easily be done in the customer payments area. Follow these steps to unapply the payment (unlink).
Unlink Payment from and Invoice
Locate the payment in the customer payment/refunds file.
Click the trash can icon under the Payment Spread tab to release the payment from the invoice.
Unlink Deposit Payment from Job
Locate the Deposit Info Tab to the right.
Click the trash can icon under the Deposit Info tab to release the deposit payment from the job number.
Each of these processes will place the funds back into the Funds Available tab. They may now be re-applied to other invoices or jobs under this account. The payments may also be transferred to another customer account. To learn how to transfer payments between accounts, please read this article:
https://pacsol.support.cyncly.com/hc/en/articles/51259840444049