If you would like to reassign a payment that has been automatically assigned to a charge rate you can do that following these steps:
1) Find the account that you need via the Account Overview using the search box and open the account view using the arrow:
2) Click on Reassign next to the charge rate where you want to unallocate the payment/s from:
3) To unallocate the payment/s, click unallocate. This will remove all payments against this charge rate:
4) You cannot leave part payments on an invoice, therefore all payments that have been automatically allocated will be unallocated. Any payments that have not been allocated will sit under transactions with a amount to show how much of the payment has not been allocated:
5) Once the payment has been unallocated, you can now allocate it to a charge rate. The payment/s must cover the total amount of the invoice for you to be able to allocate. Find the charge rate that you would like to allocate the payment too and click Reassign:
6) You can now select from all the payments that have not been allocated which one/s you would like to assign to this rate and allocate. You can only allocate payments if they total the full amount of the charge rate:
You can see when a payment has been manually allocated by the lock below.
You have now successfully reallocated a payment to a different charge rate. If you have only used part of the payment, it will sit under the transactions until you want to allocate it to another payment.