Inevitably, for one reason or another, a customer payment will be applied to either the wrong customer or the wrong invoice. To reallocate the customer, Aturian provides two methods. First approach is to void the A/R check. Second approach is to debit A/R. The final step is to receive the misapplied payment to the correct invoice/ customer.
- Void Customer Payment
In the main navigation menu, select the **A/R module**, and click on "**AR Check List**".
- Click on Void Check
Find the customer payment to reverse and select on "**Manage**" and click on "**Void Check**".
- Click on Void
Type a reason for voiding the payment and click on "**Void**".
- A/R Debit
In the main navigation menu, select the **A/R module**, expand "**Customer Payment**" and click on "**Receive Payment**".
- Start a New Session
Select the **cash receipts detail** and click "**Next Step**".
- Select A/R Debit
Select **A/R Debit** and click on "**Next Step**"
- A/R Debit Detail
Enter the **A/R debit detail** and click "**Next Step**". If you click on "**Apply Now**", you will be required to select the invoice to apply the debit to. If this is not checked, then the debit will remain on the customer's account.
- Follow Subsequent Screens
Select the invoice to debit, click "**Next Step**" **finalize** and **close the cash receipt**.
- Re-enter Customer Payment
Start a **new cash receipt session** and enter the **customer payment detail**. Click "**Next Step**".
- Select Cash Receipt
Select **cash receipt** and select "**Next Step**".
- Process Customer Payment
Enter the **customer information** and **customer payment information**. Process the customer payment as you normally would. Be sure to **close the cash receipt journal**.
