How do i unmatch a payment allocated to a customer in error.

Transactions may be matched incorrectly due to similar amounts or unclear bank descriptions. If a downloaded bank transaction has been matched to the wrong entry, you can undo it from your bank feed:

1. Go to All apps, then select Bank transactions.
2. Choose the tile for the bank account where the transaction happened.
3. In the Posted tab, find the payment in question and click on it to expand the details.
4. Click Undo under the Action column.

The record will then move back to the Pending tab, allowing you to match it to the exact entry.

For a payment that was recorded manually, you can edit it to apply it to the correct customer:

1. Go to All apps.
2. Choose Customers and leads under Customer hub.
3. Open the customer's profile and select the payment that was applied in error.
4. Click Edit to modify the details.
5. Uncheck the box beside the incorrectly paid invoice.
6. Scroll back to the top, select the correct customer from the dropdown, then click Yes when prompted.
7. In the Outstanding Transactions section, check the box beside the matching invoice.
8. Click Save and close to finalise the change.
    

Let us know if you have other questions, and we'll be around to help.