Adding a Previously Paid Invoice to an EOB

Details how to add an invoice to an EOB after it has already been marked as paid.

Open or Create an EOB

Open an existing EOB, or create a new one.

Select Customer

Select Customer

Select the customer for which the previously paid invoice exists.

Add Previously Paid Invoice

Add Previously Paid Invoice

Click on the Add Previously Paid Invoice button

Select the Invoice

Select the Invoice

Select the desired previously paid invoice from the list.

Edit Transaction Details

You may now edit the transaction details for this invoice as usual.  NOTE: If payment was not actually made against the invoice, appropriate credits will need to be made against the accounts in order to have them balance.