How to undo an application of funds from a postage check
There are times when you may inadvertently apply a postage check to the wrong order or you have another reason you may need to remove a postage application, but not delete the postage check. As long as you have access to the postage adjustments screen in Midnight, you can correct any incorrect applications and restore your data as needed.
To undo the application of funds, first make note of the customer, order and check you wish to update. While on the postage tab of the order with the application you wish to undo, click on the “checks” button to make note of the check number.
You will use this to identify the check you will update.
Close out of the order screen. Click on Tools (using the navigation menu of Midnight). Within the Tools menu, you will see an option for Postage. Select that option. Click on Adjustment.
Within the drop-down, select the customer for which the check was received and applied. The screen will populate with all postage checks received for that customer. Click on the check you identified as the one that needs to be updated.
On the screen that opens, all postage transactions that have occurred with the check will be listed on the page.
Search for the line that represents the postage application you wish to undo. (The line will show the order number, the amount applied and identify whether the amount was applied to services or postage.)
There are a couple of ways to clear out the transaction, but one easy way to put the monies for the line back into escrow is to click the pencil on the far-right of the application line you wish to correct. This will open the line for editing. In the drop-down where you see “Postage” (if the monies were applied to postage on the order), you can change it to “Earmarked” if you want to put the monies back as earmarked for the order or “Escrow” if the monies should go back to escrow.
Choosing Escrow will remove the order number for the transaction as well. After you make your selection, click the update icon to save the line item. Click Save & Close at the top of the screen to save your changes.
The amount that was applied will now reflect back to being earmarked or in escrow for the customer, depending on the selection you made. (The monies that were applied will no longer be applied and the order will reflect that the customer still owes you as they did before you performed the postage application.)
Be aware that if you change any values on the adjustments screen, you will not be able to save the changes on the screen if the amount of the check details do not match the check itself. This is to help ensure the integrity of your postage balances and make sure they do not end up out of balance.