You can unallocate a customer receipt from a sales invoice in two ways:

• Directly from the sales invoice
• From the customer receipt

Once you unallocate your transactions, the sales invoice becomes outstanding and your customer receipt shows as a payment on account.

1. Go to Sales and then Sales Invoices.
2. Search for the relevant invoice and open it.
3. Select the '1 payment' link'.
   
   ▼ Where is the payment link?

   

4. In the Amount column, select the customer receipt value.
5. Deselect the checkbox with the invoice selected.
   
   ▼ Where is the invoice selected?

   

6. Select Save.

The receipt no longer links to the sales invoice, so you can edit or reverse the invoice. Sage Accounting saves the payment on the customer's account.

Unallocate a customer receipt from a sales quick entry invoice