Move a payment off the wrong invoice

If a payment went on the wrong invoice, you don’t need to delete it. Move it off that invoice: the invoice owes the amount again, and the money becomes credit for the customer. Then apply the credit to the right invoice, or refund it.

Who can do this

Owners, and Staff whose Team has Apply payment credit. Without it, the move off option is hidden.

1. Find the allocation — Open the payment and look under Applied to. Open the actions menu on the invoice’s row and choose Move off INV-0039 (with that invoice’s number). From the invoice instead, open the payment’s row under Payments and choose Move off this invoice.

2. Read what will happen — The confirmation, for example “Move $1,200.00 off INV-0039?”, says the invoice will owe that amount again and the money becomes credit for the customer.

3. Add a reason (optional) — Type a Reason, such as “Belongs on another invoice”. It’s kept in the history.

4. Confirm — Press Move off invoice, or Go back to change nothing.

A payment's Applied to table, where each invoice's actions menu offers Move off

What happens next

• The invoice’s paid amount drops and its balance rises by the amount moved.
• The payment’s credit left rises by the same amount, and the toast says it’s now credit for the customer.
• Apply credit is offered on the payment, so you can put the money on the right invoice straight away. See Apply customer credit to an invoice.
• The payment’s Activity keeps both the original “Applied” line and a “Moved … off” line with your reason.
• The change is posted to your books with today’s date.

When you can't move a payment off

Money on a deposit invoice, or on an invoice that’s been voided, can’t be moved off. Spine says what to do instead.

Tip

A payment that’s already reconciled with the bank can still be moved off an invoice — the money in the bank doesn’t change.

The receipt PDF lists only what’s still applied. A receipt you already emailed isn’t changed.