Removing an AR Payment

Sometimes a customer may accidentally apply the wrong payment to an account or apply their payment to the wrong account. This article describes how to correct the payment.

1. View the recent payments

Before removing an A/R payment, view the list of all payments to make sure you understand which payment you want to remove. Only the most recent payment can be removed. Any other payments will need to be adjusted as a Balance Forward.

1. In Spot, open the Customer View and click on the A/R - CC tab.

2. Confirm the most recent payment is the one you want to remove.

2. Remove the A/R payment

1. Go to Menu > Tools > Remove A/R Payment.

2. Type in the Customer Record's name.

3. Confirm with the customer that this won't reverse a credit card charge and the statement will need to be re-run, and click Yes - Proceed.

4. Confirm that the most recent payment is the correct dollar amount, and click Yes - delete.