Using Universal Search, navigate to the Load Sheets table
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Click the Add Load Sheet button
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In the Add Load Sheet page, select the Route, Deliveryman, and today’s Date as needed and click the Add Record button when complete
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​NOTE: Best practice is to use an Office or an Off-Day Route; it does not need to be the same Route or Deliveryman as the original invoice.
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On the Load Sheet, find the Invoices Sub Table and Click the Add Invoices button
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Scroll to locate and click the Correct a Previous Invoice button
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Enter the Invoice Num of the original Invoice where the Payment was incorrectly entered then click Search
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Click Reverse and Recreate Invoice
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Select the Reason Code for this Invoice Reversal
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Click Load Sheet and you will now have two invoices (a negative and a positive) on the Load Sheet
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Please click the pencil icon for the positive (correction) invoice
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Select your Payment Types
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Clear the Received amount and click on Save Changes
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Click the Load Sheet button then Load, Return, and Balance the Load Sheet
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