You may want to void a payment if you need to provide a refund while maintaining a clean financial record system. Follow the procedure below to void a payment:
Voiding a payment
- Go to the Payments section in the Finance module.
- Identify an existing payment and click the three dots icon in the related row for that payment. Click Void Payment.
- A popup window will appear asking whether you want to void the payment. If you like, input a reason for the void, choose whether to disable email notifications, and click the Void button.
- After the payment has been voided, the payment will no longer be marked as paid. You can edit the internal note, download a pdf of the voided payment receipt, or send a void notice by clicking the three dots icon.