If you make a mistake when issuing or allocating a receipt, Billdozer allows you to correct the error by unallocating the receipt and then either deleting or reallocating it. For example:

• When a receipt has been created against the wrong client, you need to unallocate the receipt and then delete it.
• When a receipt has been created for the correct client but allocated to the incorrect invoice, you can unallocate the receipt and then reallocate it to the correct invoice.

1. Click Accounting > Receipt Management.
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Note: Filter the list by column heading to obtain a more streamlined list (see Common Tasks/Filtering Lists for more details).

2. Locate the receipt, and click Select > View Receipt from the Actions column. The Receipt screen is displayed.
3. Click Clear allocation to reverse the receipt allocation and to revert the invoice to the ‘unpaid’ status. A confirmation dialogue is displayed, click Yes to continue. The receipt is unallocated.
4. Click Delete to delete the specific receipt, OR click Edit and then Allocate to allocate the receipt amount to another invoice (see step 5).
5. If you want to reallocate the receipt, click Allocate in the Allocate column next to invoice to which you want to allocate the receipt.
6. Click Save and close when complete.