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When a contact has made a payment using a credit card or direct debit it is possible that there will not be enough funds in the nominated account to cover the payment. When this occurs the payment must be reversed from the approved batch.
If there are a large number of “bounced” payments you may have to reverse a number of payments within an approved batch. Using the feature Reverse Approved Payments (Selection) you can reverse a number of payments at once.
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Reversing a selection of payments is especially useful when using the Load Due Payments feature available from the Batch Information form. For more information see the section on Load Due Payments in the Pledge and Regular Giving section of this manual. |
1.Payments must be reversed from the Batch Information form. Before reversing payments locate the Batch the payments are in. Use a Quick Search or Standard Search to locate the approved Batch.
2.On the Payment Details tab, right click in the white area and select Reverse Approved Payments (Selection) from the drop down menu.
3.Click in the tick box beside the payments to reverse.
4.Click the Reverse button.
5.Click Yes to confirm a Reversal batch will be created if one does not exist.
6.Click the OK button to accept the reversal date.
7.Select a Reason from the drop down, click OK.
8.Process the Reversal Batch to Log as Posted.
