User creates a payment record and applies it against an invoice but later on the payment becomes invalid. To resolve, user needs to follow below steps: I. Unapply the Payment from the Invoice record 1. Pull up the Payment record on edit mode. 2. Under Apply tab > Invoices sub tab, unmark the Apply box for the invoice it was applied to. 3. Hit Save button. II. Reverse the… Continue reading Unapply the Payment applied to an Invoice and reverse the impact of the Payment record
Tag: invoice payment
Customer Payment-Provision to accept payment other than invoice currency
Customer Payment-Provision to accept payment other than invoice currency
Invoice payment module in portfolio custom record
To add a invoice payment module in Portfolio custom record.