Remove an allocated overpayment from an invoice or bill

Unapply an overpayment from an invoice or bill.

  1. Go to Accounts, then select Sales (for an overpayment received) or Purchases (for an overpayment paid).
  2. Find the invoice or bill you allocated the overpayment to. Click to open it.
  3. Click Overpayment.

    Image showing overpayment.

  4. Click the Void icon next to the amount credited to the invoice or bill.

    Image showing delete icon.

  5. Click OK.

If the overpayment had a Paid status, it will change to Awaiting Payment. You can now void the overpayment, refund it, or apply to another invoice or bill.