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Payments - incorrectly applied, how to fix
Payments - incorrectly applied, how to fix

Change the payment type within the payment

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago

Summary

If you applied an incorrect payment to a customer (check instead of credit card, for example) follow these steps:

Key Points

  • Edit the Payment

  • Change the Payment Method

  1. Open the customer's file

  2. Click the Payments tab

  3. Find the transaction that has the wrong payment

  4. Click Edit

  5. Under Method, click the payment method

  6. Select the correct payment

  7.  Click Save & Apply

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