There are two ways you can go about removing the allocation of a prepayment from an invoice.
The below instructions will guide you on the process from the prepayment record.
Click on the Sales link from the BusinessMind home page.
Search for the PrePayment you want to modify.
Click on the prepayment to display the prepayment details OR right click the prepayment to open the details in a new tab.
Here you will see the allocated prepayment to the invoice as a link.
Click on this link which will give you two options.
Click the Remove Credit from Invoice Option and click Yes to confirm.
This will remove the prepayment allocation.
Now that the prepayment is no longer allocated to an invoice you can now allocate the prepayment to another invoice or safely delete the prepayment if needed.
The below instructions will guide you on the process from the invoice record.
Click on the Sales link from the BusinessMind home page.
Search for the invoice that has the credit applied to it.
Click on the invoice to display the invoice details OR right click the invoice to open the details in a new tab.
Here you will see the allocated prepayment on the invoice as a link.
Click this link which will open the prepayment.
From the prepayment you will see the allocated prepayment to the invoice as a link.
Click on this link which will give you two options.
Click the Remove Credit from Invoice Option and click Yes to confirm.
This will remove the prepayment allocation
Now that the prepayment is no longer allocated to an invoice you can now allocate the prepayment to another invoice or safely delete the prepayment if needed.