Steps to Amend a Payment
Locate the Invoice
From the left-side navigation pane, click Invoices.
Use the search bar or filters to find the specific invoice you need to amend.
Once you find the invoice, click on it to open the details.
Open the Payment Record
In the invoice screen, click the “i” (Information) icon located in the upper right corner.
This will open the Invoice Info panel.
In the panel, locate the Payment section and click on the payment you wish to amend.
Amend the Payment
Click the Amend Payment option.
Update the necessary details, such as the amount paid or other payment information.
Once done, save your changes.
Important Notes
Amending a payment will adjust the invoice balance accordingly.
Only users with the appropriate permissions can amend payments.
If your account is integrated with QuickBooks, you will need to manually adjust the payment in QuickBooks to match the changes made in Breezy.