How To Unapply a Payment From an Invoice in NetSuite

🚨 Problem: Sometimes, customer payments need to be unapplied from invoices due to errors or changes in billing. This tutorial will guide you through the simple steps to unapply a customer payment from an invoice in NetSuite.

Steps to Unapply a Customer Payment

1. Locate the Customer Payment:
   • 💳 Find the customer payment you want to unapply. Ensure it has been deposited and fully applied to an invoice.
   • 📊 In the summary, check that the payment status is “fully applied.”
2. Identify the Applied Invoice:
   • 📝 Go to the “Apply” tab to see the invoice to which the payment is applied.
3. Edit the Payment:
   • 🖱️ Click on the “Edit” button.
4. Unapply the Payment:
   • ✅ In the “Apply” tab, simply untick the checkbox next to the invoice.
   • 💾 Click “Save” to confirm the changes.
5. Confirm the Unapplication:
   • 🔄 The payment will now be unapplied from the invoice.
   • ✔️ You can verify that the payment status has changed to “unapplied” in the summary.

Final Thoughts

That’s it! You have successfully unapplied a payment from an invoice. It’s as easy as that.

Unapplying a customer payment from an invoice in NetSuite is a straightforward process. This action can be necessary for correcting billing errors or adjusting payment applications.