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You can now unlink one AR invoice from a payment. You do not need to cancel the whole payment. Every change is logged and updates balances and reports.

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Business Value

  • More flexible: Finance teams fix payment allocations without reversing the whole payment.
  • Fewer manual errors: Fixing mistakes in invoice settlements is easier and faster.
  • Better audit trail: Every unlink is tracked in account balances and journals.

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Use Cases

  • Wrong invoice: Part of a payment was applied to the wrong invoice. Unlink it from that invoice.
  • Fix a split: A payment was split across several invoices. One invoice needs to change or be removed.
  • Save time: No need to cancel and enter a payment again just to unlink an invoice.

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New Feature!

How to Unlink:
  1. A delete (unlink) icon now shows next to each linked invoice.
  2. Click the icon to remove that invoice from the AR payment.
  3. The system then:
    • Removes the invoice from the AR payment screen.
    • Cancels the split posting on the AR invoice.
    • Cancels the journal voucher (JV) linked to the split AR payment posting.
    • Changes the main AR payment JV by reversing the cancelled split amount.
    • Updates the AR payment’s covered and remaining amounts.
Unlink icon next to a linked invoice Go to manage.kwentra.com Click “Back Office” Back Office in the main menu Click “Accounts Receivable” Accounts Receivable menu Click “Account Receivable” Account Receivable sub-menu Click “AR Payments” AR Payments Search for an AR Account to see its payments Search for an AR account Add a payment Add a payment Payment Department & Details Payment department and details Click “Create Payment” Create Payment button Link Invoice to Payment Link invoice to payment Select Invoice Select an invoice Click “Add” Add button Click “Link Payment to Invoices” Link Payment to Invoices button You now have the unlink option. Unlink option Unlink Disclaimer Unlink disclaimer