Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
However, if the payment you wish to modify has been the subject of a deposit slip or is included in a period for which the bank reconciliation is closed, it will only be possible to modify the distribution of the payment on the invoices.
Step 1: Click on the "Reports" tab in the main menu.
Step 2: Select the "Financial summary" tile.
Step 3: Make sure you are in the "Clients" view and then filter with the "Payment" type to make your search easier.
Step 4: Select the payment to be modified and click on the "Edit" icon.
Step 5: Make the desired changes.
Step 6: Save your changes using the green check mark.
