Customer Payment status shows Deposited - how to edit the account field to set it to the appropriate bank account when it is currently showing Undeposited Funds in the Account field and both radio buttons are grayed out on Edit Mode – JCurve Solutions

Scenario

1. Open an Invoice with Open Status

2. Click on Accept Payment button

3. Fill in mandatory fields; Select Undep. Funds radio button

4. On Apply tab - check Apply box next to the Invoice then set the Payment

5. Click on Payment Method tab > On Payment Method field - select Check and set the Check No. on the Check# field

6. Click Save

Payment status shows Not Deposited

7. Navigate to Transactions > Bank > Make Deposits

8. On Account field - select the Account

9. Fill in mandatory fields > On Deposits tab > Click on Payments subtab > check the box next to the Undeposited Payment

10. Click Save

11. Open Customer Payment

Payment shows Deposited status; Account field - Undeposited Funds

12. Click on Edit button - Undep. Funds radio button and Account field - grayed out

Solution

1. Open Customer Record

2. Click on Sales tab > Transactions subtab

3. Set Type to Deposit

4. Click on the Date link next to PO/Check# column

5. On Deposit page > Click Edit > Click Void button

* In order to have Void button on Deposit page - Navigate to Setup > Accounting > Accounting Preferences > General tab > Void Transactions Using Reversing Journals = F

6. Navigate to Payment

Payment status shows Not Deposited

7. Click Edit button