Scenarios
- You are managing payments in Enrolmy and not using Xero.
- You want to edit a payment on a particular invoice.
- You want to remove a wrongly attached payment from an invoice.
This document assumes the following.
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You are not using Xero (If you are you will follow Xero's process in Xero).
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You understand basic accounting principles.
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You understand the implications of this for your customers.
- You know what invoice number you're looking for.
Editing a payment on an invoice:
- Select your chosen invoice by the invoice number to open it.
- When the invoice has loaded, you will see the payment noted at the bottom.
- Click on the word Payment in blue.
- Click on the Action cog on the right side of the row of the payment you want to edit.
- Click Edit to modify the payment.
- Change the value in the Amount field as necessary.
- To notify the bill payer of this change through email, select the tickbox under the notes section.
Removing a payment on an invoice:
- Select your chosen invoice by the invoice number.
- Click on the Action cog, select Delete.
- Click OK to confirm you want to delete the payment.
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