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Invoice Module
Allocate Payments
Remove a Payment Allocation from an Invoice
Remove a Payment Allocation from an Invoice

When a Payment needs to be removed from an Invoice to Void and make other changes

Stephen Kuhn avatar
Written by Stephen Kuhn
Updated over a week ago

Read Time: 3 minutes

An Invoice with Payments allocated to it cannot be Voided. To Void an Invoice with Payment Allocations, you must first remove the Payments.

  1. Find the Invoice with the Allocated Payments.

  2. Click the Eye Icon on the right of the Invoice to view it's details.

  3. Under Allocations & Credit Notes, click the Invoice Number Link.

  4. Scroll down to Payment Allocations.

  5. Unclick the selected invoice, checked in blue.

  6. Once you've removed the Payment Allocation, click Allocate to Save the changes.

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