How do i unmatch a payment allocated to a customer in error.

If the payment was auto-matched to the wrong customer invoice, you can undo the match from your bank feed:

1. Go to All apps, then select Bank transactions.
2. Choose the tile for the bank account where the transaction happened.
3. In the Posted tab, find the transaction in question and click on it to expand the details.
4. Click Undo under the Action column.

The bank transaction will move back to the For review tab so you can match it to the correct customer invoice.

On the other hand, if a payment was manually recorded, you can unapply it from the mistaken customer invoice:

1. Go to All apps.
2. Select Customers and leads under Customer hub.
3. Open the customer's profile and find the payment that was applied in error.
4. Click Edit to open the transaction.
5. Uncheck the box next to the incorrectly paid invoice.
6. Click Save and close.

After that, apply that payment to the correct invoice using the Receive payment feature.

Let us know if you have other questions, and we'll be around to help.