Void Payment and Roll Back Invoices

1. Click "Accounts Receivable"

   Go to the "Accounts Receivable" screen in the Operations Portal.

   

2. Type invoice keyword into the "Search..." field

   Search for the payment you want to void by typing an invoice number or keyword into the "Search" field.

   

3. Filter columns

   Utilize the column filters to narrow down the results.

   

4. Select the transaction to void

   Select the transaction you would like to void by clicking on the more details icon.

   

5. On the upper right corner of the Details screen, you will find Void Payment and Reset Invoice icons

   On the upper right corner of the Details screen, you will find Void Payment and Reset Invoice icons.

   

6. Click on the "Void Payment" icon

   To void the payment, click on the "Void Payment" icon.

   

7. Success message should appear

   A success message should appear on the lower left corner of the screen if voiding is successful.

   

8. The status of the invoice should also update to "Voided"

   If successful, the status of the invoice should also update to "Voided".

   

9. Payment Cannot Be Voided Error Message

   In case the payment has already been processed, you will be prompted with an error message letting you know that the payment cannot be voided.

   

10. Click on the "Reset Invoices" icon

    To reset the order status back to invoiced, click on the "Reset Invoices" icon.

    

11. Success message should appear

    A success message should appear on the lower left corner of the screen if the invoice has been reset. Your customer should now be able to select this invoice in their Customer Portal and make the payment.