Link payment schedule items to payments from the payment schedule item side
Learn how to link, update, or unlink payment schedule items to payments by editing the payment schedule item.
You can link a payment schedule item to a payment, update the item to be linked to another payment, or unlink it with the payment by editing the payment schedule item.
Note the following when linking payment schedule items to payments:
-
The status of the payment to be linked MUST NOT be
Canceled, and the status of the payment schedule item must bePendingorProcessed. -
If a billing document is specified on the payment schedule item, either an unapplied payment or a payment applied to the billing document can be linked to the payment schedule item(PSI).
To edit the linking relationship between a payment schedule item and a payment :
- Go to the payment schedule detail page.
- Click edit on the left of the payment schedule item that you want to update.
- Enter a payment number in Payment Number , or remove the existing one.
- Click Save Changes .
You can link the payment schedule item to a payment even when the amounts specified on the item and the payment are different.