Steps:1) Create a payment type NSF or Returned Check.2) Create a task
for Bank Charge.The process I'm about to describe was completed on an
exported payment that was applied against 2 separate invoices that were
also exported. It was a returned check...
Things that could cause this.Materials not in categoriesTechnician
PermissionsIf the material(s) are are tied to a different Business Unit
than what the job is booked under. (this setting is in the individual
I just tried this in my next account. while the payment is still on the
invoice. refund the payment. then unapply from the invoice. delete all
items from invoice, then cancel the job. Give this workflow a try in
your next account to see if you get th...