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I Accidentally Voided A Payment

If you accidentally voided a payment on a client's profile, follow the steps below to recreate that payment correctly.

Clients

Click on the Clients tab

Choose Your Client

Choose Your Client

1. Search for your client

2. Click on the client's First or Last name

Locate The Voided Payment

1. Go to the Billing tab

2. Go to the Payments tab

3. Click the radio button for the "which are voided" option

4. Choose a date range that will include when the voided payment was entered into the software

5. We will need the following information to recreate the payment: Receipt#, Date, Method, Total Received

6. Click Add a Payment

Recreate The Payment

Recreate The Payment

1. Change the Received On date to the date of the voided payment

2. Enter the original amount of the voided payment (Total Received)

3. Choosing the correct method is very important, see below:

If the original payment method of the voided payment was one of the following:

  • Check
  • Cash
  • Billing Code
  • Account Credit
  • Gift Card
  • Credit Card (EXTERNAL) - *any*
  • Debit Card (EXTERNAL)

Choose the original payment method that was used for the voided payment and go straight to Step 4..

If the original payment method was Credit Card (PROCESSED):

Use one of the following payment methods to recreate the payment:

  • Credit Card (EXTERNAL) - MasterCard
  • Credit Card (EXTERNAL) - VISA
  • Credit Card (EXTERNAL) - Amex
  • Credit Card (EXTERNAL) - Discover
  • Credit Card (EXTERNAL) - Unknown

Choose an appropriate  payment method from above and go straight to Step 4..

If you do not see any Credit Card (EXTERNAL) options, see our guide on [Billing Preferences] which explains how to enable these and other payment methods.

If the original payment method was Online Direct Debit and you already exported that payment:

Use the payment method Debit Card (EXTERNAL) and go straight to Step 4..

If you do not see the Debit Card (EXTERNAL) option, see our guide on [Billing Preferences] which explains how to enable this and other payment methods.

If the original payment method was Online Direct Debit and you did NOT export the payment:

Use the payment method Online Direct Debit and go straight to Step 4..

4. Add the following memo:

"Receipt#(enter the receipt# from the voided payment) accidentally voided"

This will help for reporting purposes

5. Click Take Payment

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