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Sometimes clients will request a payment be reversed but they will not want to be refunded. They may request that a payment be withdrawn and then paid into a different area. This is known as issuing a credit note on a reversed payment.
1.Locate the batch file containing the payment you wish to Reverse and Issue a Credit Note for. If you are unsure of the batch locate the payment on the Contact’s record and View the Batch.
2.Locate the payment to be reversed and Right click on the selected payment. Select Issue Credit Note for this Payment
3.Click Yes to confirm
4.Select the date from which the Payment is to be reversed.
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If the payment was originally paid incorrectly to the wrong Destination Code then the payment should be reversed from the date it was originally entered. If the contact has had a change of mind as to how the money is to be used, then the date should be from the date that your organisation was notified of the change. |
5.Click Yes to create a Reversal Batch if this message appears
6.Click OK. The payment will be reversed and will be added to a Reversal Batch
7.Click Search to locate the Credit Note batch
The payment will appear in the CREDITNOTE batch
