Solution Properties
Solution ID:
200427112532610
Last Modified Date:
Wed Aug 12 15:28:33 UTC 2026
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Unallocate a customer invoice (SI) transaction
Description
Cause
Resolution

To unallocate

  1. Go to Customers, select the required customer, then select Activity.
  2. Select the invoice to unallocate then select Unallocate transaction.
  3. Press Yes.

    If you're unable to do this, find out why you can't unallocate a transaction.

TIP:

If you unallocate a receipt from an invoice, the value remains on the customer's account as a payment on account (SA).

 

[BCB:19:UK - Sales message :ECB]
Steps to duplicate
Related Solutions