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libby-libbymclea
April 6, 2021
Question

I need to re-assign correct invoice numbers to deposits. How can I do this?

  • April 6, 2021
  • 2 replies
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I need to re-assign correct invoice numbers to bank deposits. How can I do this?

2 replies

K
Kristian__S
April 7, 2021

Hi libby-libbymclea,

 

I'm not exactly sure what you mean by re-assigning invoice numbers to bank deposits, do you mean changing the custom transaction invoice numbers?

 

You are able to change a setting within the system which will allow you to use custom invoice numbers.

  1. Click The Gear icon at the top. 
  2. Select Custom Form Styles. 
  3. Click Edit on the template you’re currently using. 
  4. Go to the Content tab. 
  5. Click the header part of the template. 
  6. Select Use custom transaction numbers under Form. 
  7. Click Done. 

I hope this answers your question, but please do reach back out to us if you needed further help or if this wasn't what you were looking for.

 

Kristian.

Fiat Lux - ASIA
Fiat Lux - ASIA
April 7, 2021

@libby-libbymclea 

Do you need to change the payment reference number to your bank account against your invoice, or else?

S
sunnyf
May 11, 2021

I need to do this too. I have deposits for the same dollar amount that I have linked to the incorrect invoices. Is there a way to go back and change these and link them to the correct deposits? Thanks!

K
Kristian__S
May 12, 2021

Hi sunnyf.

 

Thanks for your input on this thread.

 

If you have accidentally assigned money to the incorrect invoice you are able to undo this and essentially delete the receive payment transaction linked to the invoice.

 

You will need to locate the invoice in question and open it.

 

From there you will see that it should state the invoice as PAID, if you click on the payment link, then click on the date link, it will take you to the receive payment transaction.

 

You are then able to go to More (at the bottom), then select Delete if you wish to delete this specific deposit or payment that was used to pay the invoice.

 

The invoice should then be detached from that payment and the invoice re-opened.

 

I hope this sheds some light on what you need to do, reach back out if you're still not sure.

 

Kristian. 

 

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