Edit Payment Batch/Customer

Step 1: Access Payment List

• Navigate to "Edit Payment Batch" under AR payment

• View list of AR payments

Step 2: Choose Action

To Delete Payment:

• Locate desired payment

• Click "Delete" button

• Confirm deletion when prompted

To Edit Payment:

• Locate desired payment

• Click "Edit" button

• System displays payment form

Step 3: Edit Payment Details

• Review/modify payment information

Step 4: Payment Options

• Use appropriate button for payment type:

  • "Check" - Enter payment to invoices

  • "Credit" - Enter payment not applying to invoices

  • "On Account" - Apply credit from customer's account

Step 5: Save Changes

• Review all modifications

• Click "Save & Exit" to complete changes

• Or click "Save" to continue editing

• Click "Cancel" to discard changes

Important Notes:

• Only unposted payments can be edited

• Verify all amounts before saving

• Follow same rules as new payment creation

• Changes cannot be undone after saving