To connect payments to dossiers, you'll need the 'Reconciliation' module. Read more: How do I activate the 'Reconcilation' module in Payt?
Undoing a matched transaction
Did you accidentally link a transaction to the wrong dossier, or do you want to undo the link for another reason? You can do this via the transaction history.
Open the transaction you want to undo.
Click 'Undo booking'.
Confirm the reversal.
The transaction is now unlinked and can be linked to a dossier again. The balance of the dossier the transaction was linked to will be automatically reversed.
Please note: Undoing a booking undoes the most recent booking. To undo multiple bookings repeat step 2 and 3 until the earliest booking has been reversed.
Editing a matched transaction
Do you not want to fully undo the link, but only adjust the amounts paid? You can unlock and edit the transaction.
Open the transaction you want to edit.
Click the lock icon 'Unlock booking' at the top. This makes the transaction editable.
Adjust the amounts paid as desired for the linked dossier (invoice or debt collection case).
Click 'Process' at the bottom to save the changes.
