On hopefully rare occasions payments which have already been exported, may need to be reversed. Reversed Payments are removed from the customers account, but will appear on the next export as a reversal transaction.
Learn how to Reverse Payments by following these steps:
- Navigate to the Accounting Centre then the Maintain Payments button.
- Using the filters as necessary, find the record you are wanting to reverse.
- Click on the record and click reverse at the bottom of the screen.
- A message will appear requiring the reversal to be confirmed. This message will outline how this reversal will affect your accounting software records. Click Yes to confirm.
- The Rev. column will have a checkmark to alert you that this payment has previously been reversed.
