Troubleshooting: Unable to Edit Customer Payment After Searching for Invoices
Sometimes you can't edit a customer payment when you search for invoices during the payment application process. Example: You record a payment for your customer, then save and apply the payment. You then search for more invoices to add to your payment before submitting the payment application. After you've added invoices to pay, you need to edit some of the payment application information. However, you can't edit the required fields on the
Edit Customer Payment Application
task.You can cancel the customer payment and apply it again.
- On theEdit Customer Payment Applicationtask, select invoices and apply your payment.
- Access the customer payment that you've submitted.
- From theCustomer Paymentrelated actions menu of your payment, selectCancel.
- Record and apply your customer payment again.Security:Customer Invoice Payment,Process: Customer Invoice: View, andProcess: Customer Writeoff: Viewdomains in the Customer Accounts functional area.
Security:
Process: Customer Invoice Payment
domain in the Customer Accounts functional area.You can edit the payment application to remove the payments in draft status.
- On theRecord Customer Paymenttask, save your payment for later.
- From theCustomer Paymentrelated actions menu of your payment saved for later, selectEdit.
- Edit your payment application and apply the payment.
Security:
Process: Customer Invoice Payment
domain in the Customer Accounts functional area.