How do I correct the customer on a prepayment that was received for the wrong customer?
- If the prepayment has not been deposited yet, simply unpost the prepayment and select the correct the customer ID. If it has been deposited then:
- Open the prepayment and click “Returned Payment” then choose the “Error” type. This will create a reversing prepayment for the original customer.
- Ensure the error prepayment is posted. Its ID will be the same as the original prepayment, but with “-ERR” added at the end.
- Create a new prepayment for the correct customer and post it.
- Create a receivable for the incorrect customer and mark the original prepayment and the error prepayment to be paid – the net should be $0.
- Create a new deposit and select both the newly-created prepayment for the correct customer and the error prepayment for the incorrect customer. These will be equal and opposite and net to a $0 deposit.
- Post the deposit.
Correcting a Prepayment Received for the Wrong Customer
Correcting a Prepayment Received for the Wrong Customer