This guide will show you how to reverse a payment. You may need to do this to make the item free.
***Screens and layouts may vary depending on the user settings and device compatibility.
Clients
Click on the Clients tab
Choose Client
- Search for your client
OR - Click on client's First or Last name
Billing
1. Click on Billing.
2. Click on Items.
3. Click the U-Turn icon to the far left.
Confirm Item Reversal
1. Enter your reason for reversing the billing item.
2. (Optional) You can choose to change the revenue date of the reversal.
- Today's Date -The current day's date.
- Original Billed Date -This is the date of when the revenue was originally created. ** (Recommend for reporting purposes)
- Custom Date -Enter your own date.
3. Click on Submit.
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