Void a Payment on an Account

To void a payment on a client’s account:

  1. Go to Main Menu > Billing > Accounts.

  2. Use the filters to locate the client.

    Use the filters to locate the client.

  3. Double click on the payment or adjustment to be voided.

    Double click on the payment or adjustment to be voided.

  4. Click Void on the Payment Detail screen.

  5. Click OK to void the payment.

    Click OK to void the payment.

  6. Click OK on the confirmation message.

    Click OK on the confirmation message.