User posts a payment to settle an outstanding debt in Accounts Receivable module. Subsequently, he realises that a wrong payment method had been used.
This article describes how a user can do an adjustment and post the correct payment type.
In this example, a Mastercard payment had been posted to settle the AR invoice.
The user checks the report and realises that the wrong payment type was posted. It should be Visa card instead of Mastercard.
Go to Cash Register -> Accounts Receivable.
The Accounts Receivable window opens. Go to the "Post Payment" tab.
Select the relevant account from the drop down.
If the debt had already been paid off, tick this checkbox. This will then show the paid debts.
When you see a summation sign, this indicates a batch i.e. the debt has been packaged with the payment.
Highlight the record, then right-click. Select "Release items from batch".
Highlight the payment record. At the bottom, select the same payment method that was posted. We will do a reversal.
If cash register has not been opened, open it.
Highlight the initial payment and also the reversal payment.
Right-click, then select "Summarize to batch".
With the original debt, you can now post the correct payment method.
Highlight the record. At the bottom, select the correct payment type.
Debt has now been paid off with the correct payment type.