Voiding a customer’s payment

If you need to void out a payment a customer has made you can easily do so in the Customer Account window.

  1. To access the Customer Account window, find the customer in either the Data Entry or POS window and click the Invoice & Payments button.
  2. Click the Payments tab.
  3. Select the payment you wish to void and click the Void Payment button.
  4. Click Yes on the pop up window to confirm the voiding, and then yes again.
  5. The payment will now be voided out. To see voided payments in the Customer Account window check the Show Voided Payments box. Voided Payments will display as stricken out.
  6. The invoice will still be open, and the customer now has an past due account balance.
  7. Click Close to finish.

 

 

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