Changing a Line Item on Already Invoiced Client removes the Payment from the Received Payments List
We are a construction company and we use lots of line items when invoicing our clients for Time and Material.
I have recently discovered that one of the line items had the wrong code. I can't do JE as those are line items. We changed the line item to the correct code. Now when we go to the ''Received Payments'' List, the payment for this invoice disappeared. When I select ''Payments and Credits'' then it is showing again however we normally use the ''Received Payments'' List.
1. What is the proper way to change line items on the already invoiced Client since JE is not an option?
2. How do I fix the Payment on the edited invoice to show back on my ''Received Payments'' List.
There are a few things you need to know when editing line items on an invoice. The system allows posting another payment for modified transactions if it's using a different cost or price, which changes the amount of the original sale.
In your case, if it doesn't show up again on the Customer Payments window, delete the original payment and re-apply it again. Here's how:
Go to the Customers menu, and select the Customer Center.
Click on the client's name, look for the payment in the Transactions tab.
Double-click on the payment you need to un-apply.
Tap the line with the checkmark and proceed to the Delete button.
Once deleted, receive the funds again using the Receive Payments method.