To connect payments to files, 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 file, 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.
Go to the 'History' tab in the top left.
Find the entry you want to undo. It looks like this: '[User] registered a booking of [Amount] in [File] on [Date]'.
Click 'Undo booking' below the entry.
The transaction is now unlinked and can be linked to a file again. The balance of the file the transaction was linked to will be automatically reversed.
Please note: Undoing a booking always reverses the entire booking. If you had linked multiple files to the transaction, everything will be reversed in turn.
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 file (invoice or debt collection case).
Click 'Process' at the bottom to save the changes.
