This lesson will show you how to void a Payment.
Clients
Click on the Clients tab
Choose Client
1. Search for your client
2. Click on client's First or Last name
Billing
1. Click on Billing.
2. Click on Payments
3. Select your Range if you need to.
4. Click the X to the far right of the payment.
Confirm Voiding of Payment
1.Enter 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.
Trainer tip: 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