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Adjusting or cancelling a payment

There are various situations when you might need to adjust or cancel a payment:

  • It was entered with incorrect details, such as contact name, date, amount, or tender.
  • You might want to add some internal notes (e.g. record check number) or apply tax.
  • The check has bounced and you want to cancel the payment.

Adjusting payments

To adjust a recorded payment – whether settled or unsettled – follow these steps:

  1. Hover over the Finances menu and select the Payments & refunds option.
  2. Find the payment within the list and click on it.
  3. From the payment details, click the Edit button.
  4. Adjust the payment details as required.
  5. Click the Save button. Payment details and contact records, including balance, are automatically updated.

When you attempt to adjust the amount of a partially or fully settled payment to less than the settled amount, you will be warned that saving your change will result in the settlement being automatically canceled.

If you proceed with the change, you'll need to manually settle the payment.

Canceling a payment

You can cancel a payment by deleting it. Any settlements associated with the payment will be automatically canceled.

To cancel a payment, follow these steps:

  1. Hover over the Finances menu and select the Payments & refunds option.
  2. Find the payment within the list and click on it.
  3. From the payment details, click the Delete button.
  4. You will be prompted to confirm the deletion. Click Yes to proceed with the deletion.

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