This lesson will show you how to reverse a payment made on a job that has moved to paid status
Go to Invoicing
Click Paid tab
Double click the job you wish to reverse the payment on
Change the job status to Work Order, click Save
Re-open the job by double clicking it
Change the job status to Completed, click Save
Click Invoicing again to refresh the invoicing page
Go back to Awaiting Approval
1. Select and tick the job
2. Click Receive Payment
To remove any payments made, hover on the amount and click the red icon
To confirm, click Yes and that's it!
The job will now have no payment recorded to it.