How to Reverse the Payment?

💡Notes

The system includes a reverse payment feature to correct mistakes, process refunds, or cancel incorrectly recorded payments.

• Open the Billing tab from the left-side menu.

• Find the invoice quickly using search or filters. See the guide on how to browse and search for invoices for more information.

• Choose the necessary invoice to open it.

• Open the Payments tab. 

• Click the three dots next to the payment you want to reverse and select Reverse Payment.

• Enter a reason for reversing the payment and confirm the action.

• Use the three-dot menu next to a reverted payment to view its details.

• Сheck the reverse payment details.

This functionality helps you undo a recorded payment for flexibility and accuracy in managing payment transactions.