This guide will show you how to void a Payment. You may need to void a payment if your merchant processor marked a payment as fraudulent or if a check bounced. Another reason could be if you marked the payment accepted as the incorrect type ie: you marked cash instead of check.
***Screens and layouts may vary depending on the user settings and device compatibility.
Clients
Click on Clients
Choose Client
1. Search for your client
OR
2. Click on client's First or Last name
Billing
1. Click on Billing.
2. Click on Payments
- Select your Range if you need to.
- Click the X to the far right of the payment.
Confirm Voiding of Payment
1. Type your reason in the text box.
2. Click on Submit.
Note: you may click cancel or the x in the upper right hand corner to leave the page without voiding the payment.
Payment Voided
You will no longer see the payment.
**** Keep in mind that the invoice the payment was applied to is now an open invoice. Do not void an item you wish to refund.
View Previously Voided Payments
Click which are voided or show both to show previously voided payments.
Comments
0 comments