Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Reapply an Unapplied Customer Payment

Reapply an Unapplied Customer Payment

Security:
Process: Customer Invoice
 domain in the Customer Accounts functional area.
When applying payments to multiple invoices, you might accidentally select invoices that you didn't mean to include in the payment. To rectify, you can unapply the payment and then reapply. When you reapply the payment, Workday automatically recalls the last payment application. It enables you to correct the invoices selected in error without having to reselect all the invoices.
  1. Access the
    Find Customer Payments
     report.
  2. From the related actions menu of the customer payment you want to unapply, select
    Customer Payment
    Unapply
    .
  3. From the related actions menu of the customer payment, select
    Customer Payment
    Apply
    .
    Workday displays the last payment application, with the same invoices selected automatically.
    If you don't want Workday to select invoices automatically, you can clear the
    Recall Last Payment Application
     check box.
  4. Make any necessary corrections to the selected invoices, and select any new invoices that you want to include in your payment application.
Workday applies the customer payment to the invoices you selected in your most recent payment application.