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What to do if a document cannot be edited as it has a payment or credit note allocated to it on Peakflo?
Cause:
This error occurs when attempting to edit a document that has a payment or credit note allocated to it in Peakflo.
Resolution:
To resolve this issue, follow the steps below:
- You need to unapply the payments or credit notes in Peakflo.
- After unapplying the payments or credit notes, you can make the necessary edits to the document.
- Once the edits are completed, you can reapply the payments or credit notes if needed in Peakflo.
Check out how to unapply credit notes here.