How do I change the payment method or payment date on an invoice?

Modified on Tue, 7 Mar, 2023 at 10:36 AM

If an invoice has been posted as Paid, but the payment type or payment date needs to be updated, follow the below steps on how to do this:


1. From the Register or Search page, open the entry and select the Associated Invoice in the middle of the page.



2. Once the Invoice opens, you can now edit the Payment Type, Amount, or Payment Date:


3. If you're only changing the Amount or Payment Date, the entry will be updated. If the Payment Type is changing, this will go back into the Payments page to be posted with the correct Payment Date.



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