Users will need to have the payment_unapply permission added to a role in order to see the 3-dot menu next to Visit Invoice and be able to Unapply Payment(s).

If there is a settled payment made to the invoice, you can use Unapply Payment(s) in the 3-dot menu of an Invoice to turn it into an Account Credit.

Gravity & Instinct Payments Customers: Pending or Cancelled Gravity & Instinct Payments transactions are not available to unapply and those unsettled amounts will be subtracted from the Available to Unapply amount.

The Amount and Note are mandatory fields.

Once you click Unapply Payment, two ledger rows will display to indicate a Payment was Unapplied from the Invoice and a Transfer was made to the Account Credit (Unapplied Payments).

​