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June 16, 2025
Question

How can I move a prior period customer payment from one client to another without deleting the payment and having to rereconcile the bank account?

  • June 16, 2025
  • 0 replies
  • 0 views
The payment was manually entered properly but then I think it also was pulled through the bank feed as a deposit and applied the entire deposit to the one customer and the wrong invoices. The invoices show on the bank recon as having unapplied payments. Can anyone help me fix this?