Knowledgebase: Using Storman > Managing Invoices and Payments
Moving an incorrectly allocated payment to the correct customer (v10.0.77 onwards)
Posted by Jonathon Wildon, Last modified by Michael Dutton on 20 November 2018 12:32 PM
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Requirements: Storman v10.0.77 This article explains how to move payments from from one storer to another. If you do not yet have a suspense or holding account configured in Storman, please follow this article first. Moving a payment from one storer to anotherFollow the below steps to move a payment that was added to the wrong storer.1. Open the agreement or reservation that the payment was incorrectly added to. 2. Highlight this payment and click Modify. ![]() 3. Click the Move Receipt button. ![]() 4. Enter the agreement or reservation number that you would like to move this payment to, in this example we are moving the payment to Daphane Danielsen (000000028). ![]() 5. Confirm you would like to move the payment, and click Yes. ![]() 6. Storman has now moved the payment from Rob Fitifiti to Daphane Danielsen. A reversal transaction has been created to balance out Rob Fitifiti's account. ![]() ![]() 7. Opening Daphane Danielsen's account, will show the payment being moved to her account. ![]() Please feel free to contact our Support Team if you have any other questions or comments at support@storman.com. | |
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