1. Navigate to the loan in the Matrix
  2. Find the Total Paid to make sure Payments and Total Paid are the same dollar amount. If they are not, then continue the steps with the higher dollar amount.
  3. Click on the check box next to the Loan
  4. Next, click on the sheets Icon next to Action
  5. Save the document on your computer, noting where it was saved. This is the payment history for the Loan.
  6. To recreate the Loan, we will need all the information for it. Navigate back to the Loan and take a screen capture of it.
  7. Click Total Paid and sort by date.
  8. Click on the first payment, which is usually the down payment, and cancel it.
  9. Continue this for all payments on the Loan.
  10. Once all payments are cancelled, return to the Loan, and select delete loan in actions
  11. Create a new Loan using the payment history and screen capture of the loan from step 6.
    1. Make sure taxes and insurance are the same in each invoice.
    2. Keep in mind that the taxes and insurance change frequently so those fees could be different from the time the loan was created versus more recent payments.
  12. Compute items and make sure the principal and interest are the same as step 6, keeping in mind the data cannot be changed once the loan is posted.
  13. Using the saved information from the previous version of the loan, duplicate each invoice.
    1. Open the invoices (from the old version and new version of the loan, at the same time) making sure that they are the same as the old loan. Once you are sure they are the same, then you are safe to post the payments to cover all the invoices.