Use these steps anytime you need to unapply a payment that is already tied to an invoice. This can be used for both online (credit card/ACH) or offline (cash, check, in-person payments).
- Go to Families on the left menu. This will take you to the Families table where you will see an alphabetized list of families. Enter the family name or scroll to find the family.
- Click Payments Only to filter your list > double-click any payment that has succeeded (pending payments will not be applicable).
(Right-click and "Open image in new tab" to enlarge)
- Click the Unapply payment from invoice button.
- Click OK and you are done!