How do I reverse a payment made on a job?

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This lesson will show you how to reverse a payment made on a job that has moved to paid status

Go to Invoicing

Go to Invoicing

Click Paid tab

Click Paid tab

Double click the job you wish to reverse the payment on

Change the job status to Work Order, click Save

Change the job status to Work Order, click Save

Re-open the job by double clicking it

Re-open the job by double clicking it

Change the job status to Completed, click Save

Change the job status to Completed, click Save

Click Invoicing again to refresh the invoicing page

Click Invoicing again to refresh the invoicing page

Go back to Awaiting Approval

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 remove any payments made, hover on the amount and click the red icon

To confirm, click Yes and that's it!

To confirm, click Yes and that's it!

The job will now have no payment recorded to it.

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