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rkelley83
Level 1

Editing Linked Transactions

I'm needing to edit a payment received for an invoice but it's saying it is linked to other transactions and asks if I'm sure I wanted to edit it. Would me adding a payment type of 'check' when none is listed create issues?

1 Comment
RaymondJayO
Moderator

Editing Linked Transactions

Let me clear up the confusion for you, @rkelley83

 

Editing an invoice payment that's linked to other transactions won't create issues. The system will just move the payment method from the old type to check. Just click Yes to confirm the change as seen in the screenshot below. 

ChangeInvoicePaymentMethod.PNG

 

You can always run the Invoices and Received Payments report in the program. This lets you view all the payments you’ve received and the invoices associated with them for a specific period. Just go to Reports from the left menu and enter the report name. See the screenshot below for your reference. 

InvoicesAndReceivedPaymentsReport.PNG

 

Please know that I'm here anytime you have other concerns. Take care always, @rkelley83

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