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:

  1. You need to unapply the payments or credit notes in Peakflo.
  2. After unapplying the payments or credit notes, you can make the necessary edits to the document.
  3. 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.