How to Adjust Received Payments (Undeposited and Deposited)

This guide saves time and prevents accounting errors by walking you through safely editing received payments—whether they’re still undeposited or already deposited. It explains how to find and modify payment details, ensure Entered and Applied amounts match, and, if needed, remove a deposit so you can edit then redeposit correctly. Follow it to maintain accurate records and avoid reconciliation problems.

22 steps

Navigating to the Undeposited Payment

From the navigation menu, select **Accounting** > Select **Banking** > Select **Receive Payment.**

How to Adjust Undeposited Payment Information

Locate the **payment record** you need to adjust/edit > Select the payment record's **edit icon.** **NOTE: You can locate the payment record quickly by searching for it.**

You can **only** edit/adjust payments with the **undeposited** status. You will need to remove the deposit to adjust/edit a deposited payment.

Select **the field(s)** that need to be edited > Edit the **information accordingly.**

To adjust the payment amount, locate the **invoice payment** in the **chart** > Select the **checkbox** for the **payment** that **needs adjustment** > Select the **Payment box** > Enter the **correct amount.**

Select the **Entered Amount field** > Enter the **applied amount.** ***The Entered Amount and Applied Amount fields must match.***

Select **Save** in the top toolbar > Select the **x** to close the success notification popup.

How to Deposit the Adjusted Payment

Select **Save & Deposit** to finalize the changes.

You'll be automatically routed to the **Deposits tab**. The **Property/Company** will auto-populate. Select the **Deposit Account** from the dropdown menu.

Select the **correct payment** from the **Undeposited Funds** list > Select **Add Selected to Deposit.**

Select **Save.**

How to Adjust Deposited Payment Information

You will need to remove the deposit to adjust/edit the received payment. If the payment has **not** been deposited, you'll have editing capabilities.

From the navigation menu, select **Accounting** > Select **Banking** > Select **Deposits.**

Locate the **deposited** **payment** that needs adjustment > Select **date hyperlink** for the deposit.

Select **Delete.**

Select **Back to List.**

Verify the deposit was deleted.

Select the **Receive Payment tab.**

Locate the **received payment** that needs to be adjusted > Select the **edit icon.** **NOTE: You're looking for the received payment entry that you just deleted from deposits.**

Select **the field(s)** that need to be edited > Edit the **information accordingly.**

To adjust the payment amount, locate the **invoice payment** in the **chart** > Select the **checkbox** for the **payment** that **needs adjustment** > Select the **Payment** field > Enter the **correct amount** > Select **Save.**

Select the **Entered Amount field** > Enter the **applied amount.** ***The Entered Amount and Applied Amount fields must match.***

Select **Save** > Select the **x** to close the success notification popup.

To deposit the adjusted payment, follow the **How to Deposit the Adjusted Payment** instructions.

How to Adjust Received Payments (Undeposited and Deposited)

22 steps

Navigating to the Undeposited Payment

From the navigation menu, select **Accounting** > Select **Banking** > Select **Receive Payment.**

How to Adjust Undeposited Payment Information

Locate the **payment record** you need to adjust/edit > Select the payment record's **edit icon.** **NOTE: You can locate the payment record quickly by searching for it.**

You can **only** edit/adjust payments with the **undeposited** status. You will need to remove the deposit to adjust/edit a deposited payment.

Select **the field(s)** that need to be edited > Edit the **information accordingly.**

Select the **Entered Amount field** > Enter the **applied amount.** ***The Entered Amount and Applied Amount fields must match.***

Select **Save** in the top toolbar > Select the **x** to close the success notification popup.

How to Deposit the Adjusted Payment

Select **Save & Deposit** to finalize the changes.

You'll be automatically routed to the **Deposits tab**. The **Property/Company** will auto-populate. Select the **Deposit Account** from the dropdown menu.

Select the **correct payment** from the **Undeposited Funds** list > Select **Add Selected to Deposit.**

Select **Save.**

How to Adjust Deposited Payment Information

You will need to remove the deposit to adjust/edit the received payment. If the payment has **not** been deposited, you'll have editing capabilities.

From the navigation menu, select **Accounting** > Select **Banking** > Select **Deposits.**

Locate the **deposited** **payment** that needs adjustment > Select **date hyperlink** for the deposit.

Select **Delete.**

Select **Back to List.**

Verify the deposit was deleted.

Select the **Receive Payment tab.**

Locate the **received payment** that needs to be adjusted > Select the **edit icon.** **NOTE: You're looking for the received payment entry that you just deleted from deposits.**

Select **the field(s)** that need to be edited > Edit the **information accordingly.**

Select the **Entered Amount field** > Enter the **applied amount.** ***The Entered Amount and Applied Amount fields must match.***

Select **Save** > Select the **x** to close the success notification popup.

To deposit the adjusted payment, follow the **How to Deposit the Adjusted Payment** instructions.