FixedFixed: an invoice would not take payment again after a payment was deleted

How do I correct a payment method on a sale, invoice, or repair?

5 min read

Published July 26, 2026

What This Tool Fixes

Mistakes happen at checkout, a card payment gets logged as cash, a split gets entered as a single payment, or money lands in the wrong bank account. Previously, fixing this meant voiding the whole sale, invoice, or repair payment and redoing it from scratch, which also reverses stock, serials, and commissions you didn't actually need to touch. Correct Payment Method fixes only the method and account attribution, leaving everything else, stock, serials, the sale total, the invoice balance, commissions, untouched.

Where to Find It

The 'Correct Method' button (Admin-only) appears on the Payments card or section of the following pages:

  • Sale detail page, in the Payments card, corrects every payment on that sale at once.
  • Invoice detail page, in the Payments section, corrects every payment on that invoice at once.
  • Repair detail page, each payment (or group of payments recorded together, like a delivery split) has its own 'Correct method' link, since repairs are corrected one payment event at a time.

Making a Correction

Click 'Correct Method' to open the correction dialog, pre-filled with the current payment method(s).

  1. Change the method on any leg using the dropdown, this list is your shop's active payment methods.
  2. Optionally pick a specific receiving account for that leg; leave it blank to use the method's default account.
  3. Adjust amounts if you're converting a single payment into a split, or collapsing a split into fewer legs, the total across all legs must equal the amount already collected.
  4. Add or remove legs with 'Split Into Another Method' and the trash icon.
  5. Optionally type a reason for the correction.
  6. Click 'Save Correction', enabled only once the legs add up exactly to the locked total.

Tip

The dialog shows how much you're over or under the locked total as you edit, so you always know exactly how far off you are before you can save.

Why the Total Is Locked

This tool is deliberately restricted to method/account corrections, it will reject a save where the new legs don't add up to the original total, with a message pointing you to Void & redo for amount changes. This keeps a hard line between 'the money was right, just mis-attributed' (safe to fix in place) and 'the money itself was wrong' (needs a full reversal so stock, serials, and commissions stay consistent).

Reports and Audit Trail

Every report in Fixmo, the Finance dashboard, the payment method breakdown, the daily Z-report, account balances, reads payment records directly at the time you view them, grouped by the date the payment was originally made. Because a correction preserves that original date, these reports automatically reflect the corrected method the next time you load them; there's nothing further to re-run or recalculate. Each corrected payment also keeps a permanent record of who made the change, when, and why (if a reason was given), separate from the payment's original collection date.

Frequently asked questions

Only Admins. The 'Correct Method' (or 'Correct method') button only appears for the Admin role, on sales, invoices, and repairs.

No. The total is locked. Whatever methods and amounts you enter must add up to exactly the same total that was already collected (within a cent, for rounding), the Save button stays disabled until they match. This tool only changes which method and account the money is attributed to. If the amount itself was wrong, use Void & redo instead.

Yes, both directions. Click 'Split Into Another Method' to add another leg to a single payment, turning it into a split across two or more methods. Or remove legs down to one to collapse a split back into a single payment. You can also just change which methods are used inside an existing split without changing how many legs there are.

No, it's optional. If you leave a leg's account unset, Fixmo automatically uses that payment method's configured receiving account. You only need to pick an account explicitly if you want it to land somewhere other than the method's default.

Yes, automatically. Every report reads payment records directly and groups them by the date they were made, not by when they were last edited. Correcting a payment method preserves its original date, so daily and monthly reports, including the payment-method breakdown and the daily Z-report, reflect the correction the next time you view them.

Yes. Every corrected payment records who made the change, when, and the optional reason you typed. This is separate from, and doesn't replace, the original record of when the payment was first collected.

Repairs are corrected one payment event at a time, for example, just the advance payment, or just the final payment made at delivery, so a correction never merges payments made on different dates into one. Sales and invoices work on their full set of payments at once, since those are typically recorded together.

Use Void & redo when the amount collected was actually wrong, when stock or serials need to change, or when the transaction itself shouldn't have happened at all. Correct Payment Method exists specifically for the narrower case where the money collected was right but the method (cash vs. card, which bank account, etc.) was mis-keyed.

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