Move or reverse a recorded payment

Move a payment that went on the wrong invoice, or undo a payment or write-off recorded by mistake with a reversal that keeps the original in the history.

In the sidebar, open Sales & Billing, then Payments. The page address is /payments. Press a payment in the list to open its panel; the address then ends in that payment's own code.

Before you start

• Moving a payment needs permission to update payments. Reversing one needs permission to reverse payments.
• A card payment taken through Nova Payments is refunded, not reversed. See Refund a payment.
• Nova never edits or deletes a recorded payment. It records a correction next to it, so your books always show what happened.

Steps

To move a payment to another invoice:

1. Open the payment. The cards at the top show its Amount and how much is Applied, Unapplied and Refundable.
2. Under Allocations, check which invoices it is on now. Open invoice opens one.
3. Scroll to Reallocate payment. Choose the Target invoice, type the Allocation amount, and press Save reallocation.

To undo a payment recorded by mistake, such as a bounced cheque, a duplicate entry or the wrong amount:

1. Open the payment and scroll to Reverse this payment.
2. Press Reverse payment.
3. In the window, pick a Reason category and add a Business explanation if it helps.
4. Press Reverse payment. The invoice's balance goes back up by the reversed amount.
5. If the customer did pay, just not like that, record the right payment. See Record a payment.

To undo a write-off, open the write-off entry in Payments, press Reverse write-off under Reverse this write-off, and confirm with Reverse write-off. The bad-debt expense is removed and the amount is owed again. Do this before you record a late payment on that invoice.

What you see

• After a move, Nova confirms "Payment allocations updated." and both invoices' balances change.
• After a reversal, the original payment stays in the list with its history, and the correction is recorded beside it.
• To find payments that are not fully on an invoice, open Filters on the list and set Focus to Needs allocation.
• A card payment taken through Nova Payments also shows Fee and deposit, for roles that can see bank deposits: the Card fee, What you keep, and Expected in your bank with the day the money should arrive ("About" means Nova worked the date out from your deposit schedule). Once the money is deposited it reads In your bank with the deposit date, which opens that deposit on the Bank Deposits page.

If something looks different

• Reverse payment is greyed out: hover it to read why. Usually your role cannot reverse payments, or something already recorded against the payment has to be undone first.
• Reallocate payment says no invoices are available: the customer has no other invoice to move it to. Create the invoice first. See Create an invoice.
• Refund this payment shows instead of Reverse this payment: the payment was taken by card through Nova Payments. Press Open refund workflow.
• A write-off cannot be moved to another invoice: reverse it, then write off the right invoice. See Void, cancel or write off an invoice.

Open Payments