Backdating a payment

If you want to post a payment in the past because you forgot to post it on the day of or are fixing a mistake you can do the following:

Enabling Backdating

This will allow you to backdate a payment to the previous month up to a certain number of days. Selecting "31" means you can backdate for any day in the previous month

• Click System Setup Tab
• Click Organization
• Click Organization Details
• Click Financial Tab
• Set Allow Previous Month Backdating up to Day to 31
• Click OK 

Backdating a Payment

When you post a payment you will be able to select which date in the past it will be posted on. This Effective date will be used for reporting, etc.

• Open Client Folder
• Click Billing Tab
• Post Payment
• Set Effective Date
• Click OK