How do I remove or unpost a payment or refund?

Records of all payments and refunds are located on the Cash Payments page. Follow the steps below to edit a payment or refund.

1. Go to Billing > Cash Payment.

2. From the Payments & Refunds tab enter search criteria and then select Search.

3. Under the Actions column in the search results, click the ellipsis (…) and then select Edit. The Add Payment or Add Refund page opens.

   

4. Modify the payment or refund information and then select Unpost.

   

5. In the Unpost window, select a Reason from the dropdown menu and then select Save. The status changes from Posted to Open.

   

6. Select Edit in the Payment Info or Refund Info window and make edits. Select Save and then select Post. The payment or refund is now updated.