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How to edit Receipt Payment with Status Cannot be Edited
Author: Bruno Reference Number: AA-08133 Views: 646 Created: 2018-04-25 12:22 Last Updated: 2018-05-30 17:35 0 Rating/ Voters

HOW TO EDIT RECEIPT/PAYMENT

Once user have created the Receipt/ Payment and the document have been printed/ save/ email or allocated, the document cannot be edited in its own module. All the processed Receipt/ Payment will go to the Banking Module in Reviewed Transaction tab.


Example: User wrongly key in the amount and cannot edit as the status stated “Cannot be edited. Printed, Allocated or Includes Discounts.


UNALLOCATE INVOICE

The Invoices/CN or discounts must be unallocated first to allow user to edit the Receipt/Payment.

Step 1: Go to Customersà Transactionsà Allocate Receipt


Step 2: Select Customerà Dateà Display option (if any) àUntick on the Show Outstanding onlyà Refresh


Step 3: The Invoices will appear on the Invoices area. Find the Receipt/Payment and drag the Receipt/Payment to the Unallocated Items area to unallocated the invoice.

Step 4: Save.


Step 5: Go to the Receipt/Payment to edit and allocate back the invoice in the receipt.



PRINTED RECEIPT/PAYMENT

Printed Receipt/Payment cannot be edited even if the invoices have been unallocated to the Receipt/Payment. These document only can be amended in Banking Module.


Step 1: Go to Bankingà Transactionsà Banking


Step 2: Click on Reviewed Transaction to find the Receipt/ Payment 


Step 3: Make changes here and click on Save Changes.

The Receipt/Payment amount will be change and the receipt will be active back

Step 4: Tick on the Unpaid Invoice to allocate back the Receipt/ Paymentà Process.


Attachments
HOW TO EDIT RECEIPT PAYMENT WITH STATUS CANNOT BE EDITED.pdf 0.4 Mb Download File
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