Reversing Payments

Last Updated: Dec 01, 2020

Payment reversals will go through a payment gateway, provided a gateway is configured.

Recorded (offline) payments which have not yet been issued to an invoice cannot be reversed, they can be deleted however.

  1. Under the Payments heading on the left select the payment you wish to reverse

  2. Under the same Payments heading click the (emoji) icon

  3. On the Reverse Payment pop-up specify the Date and Posting Date of the reversal and if desired the Detail field and then click Reverse

  4. The reversal for the full amount previously paid will now appear in the Payments list and disbursements that were applied by the payment will be removed