You may void a payment by selecting it on the contact's Billing tab.
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NOTE: The Void button will only be displayed if the payment date is outside of the Allow Deletion for (days) window established in your finance settings. If the payment date is within the window, a Delete button will be displayed. For auditing purposes, best practice is to void versus deleting. Refer to Configure Finance Defaults for further details. Additionally, the void options is NOT available if it has been applied to an invoice. You would first need to unapply the payment. |
- For the desired contact, select the Billing tab.
- In the Billing History section, click the hyper-link for the payment you wish to void.
- Click the Void button.
- Click OK to confirm.
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NOTE: If a payment has been deposited OR made by credit card you will not be able to void the payment. In these cases you may have to create a refund to reverse the payment. |