Sometimes errors occur during manual actions, which are then recorded in the system and need to be corrected afterwards. For example: A failed FIK payment (payment slip) is manually linked to the wrong subscriber, or the fulfillment team includes the wrong invoice for the customer. The result is that the money ends up on a completely different subscriber, who therefore receives no payment reminders.
You don’t need to create administrative payouts and deposits to register the payment correctly. You can easily move money from one customer to another with just a few clicks.
For clarity, we’ll give names and numbers to the affected subscribers and invoices:
John Smith (subscriber no. 7947) pays DKK 49 toward invoice 760877, which belongs to Mary Brown. John Smith’s own invoice 46047 for DKK 49 remains unpaid.
Step 1: Remove the payment from Mary Brown’s invoice 760877
Open the payment and click “Release allocation”, then complete the form.
The system now shows you four options for what you can do with the payment. Choose 'Transfer to another subscriber'.
When you enter the subscriber number, the system tells you which customer the number belongs to. Optionally add a note with an explanation such as “Payment belongs to invoice 46047” and click 'Transfer amount'.
Step 2: Register the payment on John Smith's invoice 46047
On John Smith’s subscriber page, DKK 49 now appears under Unpaid invoices as Unspent payments. This DKK 49 must be allocated to the correct invoice.
First, click the blue ID number on the left (highlighted in yellow below).
Click 'Allocate to invoice'.
The system now automatically selects the invoice that has not been paid. Click on 'Allocate payment to invoice'.
Note: If there are multiple unpaid invoices, make sure to select the correct one in the dropdown list.
John Smith's invoice overview now shows that the payment has been correctly registered on invoice 46047.
