Detach A Previous Payment Window

Receipt Entry window | select a row and click Edit Detail | right click and select Detach a Previous Payment

Use this window to detach a previous payment from a payment plan/loan, for situations were an incorrect payment has been applied, saved and posted. This window is available only when a payment has been made and posted.

The window displays the ID Number and Receipt Name selected on the Receipt Entry window at the top and a grid of each payment made to that payment plan. Radio buttons at the upper right of the window can be used to limit which payments are displayed.

·       All displays all payment plans/loans

·       Active displays only active payment plans/loans

·       Inactive displays only inactive payment plans/loans.

Select the payment you wish to detach from the payment plan and click OK. The payment is reversed from the payment plan/loan.

Columns

·       Description

·       A/R Code

·       Payment Plan Code

·       Payment Plan Number

·       Sequence Number

·       Source Code

·       Group Number

·       Transaction Date

·       Transaction Amount

·       Transaction Description

·       Receipt Number

·       Pay Plan Description

·       Pay Plan Detail Amount

·       Pay Plan Detail Amount Paid