Marking a payment as declined

If a customer has a payment on their account that you need to mark as declined you can easily update the payment 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 decline and click the Mark Payment Declined button. Note that if you mark the payment as declined any associated invoices will also be updated to be shown as unpaid.
  4. Click Yes on the pop up window to confirm and then yes again.
  5. The invoice will now be shown as declined. Click Close to finish.

 

 

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