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Identify a correct customer marked as Unidentified.
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Edit the Lockbox Transaction, select the correct customer, and save the record.
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The status of the transaction will be now Unapplied, and now you can follow up with the steps in the previous example to identify invoices.
Important note: We recommend you refrain from using the Edit hyperlink for viewing records unless explicitly instructed to do so. It’s a much better practice to click on View or an “ID” hyperlink. This prevents an accidental edit and saves the step of cancelling out of the edit.