How do I edit a payment item from a customer's debit?

You need to have the Manage Additional Payment > Edit Additional Payment site permission to perform this task. See User and Roles.

You can only edit a future debit in the Customer's record > Payments tab that has not been processed.

Not all payment types can be changed from a customer’s bill. For example, you can edit the joining fee amount but not the load/setup fee.

A payment item that can be edited has an editable text field in the Amount column when the button is selected.

Here are the steps.

1. In the debit's pop-up window, select the button.
2. Enter a new amount for the payment item that you wish to change.
3. Select an effective date from the date picker. Note the earliest payment date can be set to the following day.
4. Enter the Notes section if applicable. For example, Admin Error.
5. Select Save Changes.
6. Select Close.

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