Unallocate a Receivable Transaction

If you have allocated a payment to an incorrect invoice for one of your Receivable Accounts, you can unallocate it.

Introduction

Unallocate a Transaction

Introduction

If you have allocated a payment to an incorrect invoice for one of your Receivable Accounts, you can unallocate it then re-allocate it to the correct invoice.

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Unallocate a Transaction

• Go to Receivables > Receivable Accounts.
• Select the required Receivable Account.
• Go to the Transactions tab.
• Click Search.

For the item that you wish to unallocate:

• Click the Unallocate icon in the Unallocate column for the transaction.

This will mark that item as unallocated and you can re-allocate it to the correct matching transaction.

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Last updated: 8 June 2023