Overview
If the payment has already been assigned to an invoice or assigned to a job as a deposit, you must unlink the payment so that it only shows as unapplied funds on the original account. Read this article to learn how to unlink (unapply) a payment from and invoice or job: https://pacsol.support.cyncly.com/hc/en/articles/51260290925969
Steps
Locate the payment on the account you wish to remove the payment from in the payment file.
Click the down arrow located next to the Account name field. This will open a Change Account Name screen.
Click into the field to open a drop down menu of customers from the customer file. Select the correct customer the payment needs to be transferred to from the drop down list.
Once the customer has been selected, click the red check marked button labeled Process.
The customer selected must be an accepted customer in order for the transfer to be valid. The system will produce a message if the transaction cannot take place. This is usually due to selecting a customer that has a status of Unaccepted.
If there are system validation that are preventing you from moving a payment between accounts such as:
- The Customer Payment has also been Deposited in the system.
- The associated Deposit has also been reconciled or there have been multiple reconciliations on the bank account since.
- The Customer Payment was originally entered in a period that is now frozen and/or closed.
Please refer to the article for correcting customer payments entered under the wrong contact: