Edit Payments

Edit Payments

Undistributed receipts can be edited from the Payments tab.

To edit an undistributed receipt, click the  Edit button to the right of the receipt to be edited.

The Edit Receipt window appears.

Basic functions include the ability to 

• Clear/Void Receipt
• Move the receipt to a different Bill-To account
• Change the payment amount
• Change the date
• Edit the Reference note
• Edit the Deposit Ticket ID

Clear/Void Receipt

To clear or "void" a receipt change the payment amount to $0.00. Click the  Update Receipt button.

The receipt will appear in the Distributed receipts and credits tab with a $0.00 dollar amount.

Change Bill-To Account

To select a different Bill-To account use the drop-down list to select the Bill-To account the payment should be applied to, click the  Update Receipt button.

Other Changes and Edits

To change the payment select the payment field and edit the amount.

To change the date click the  calendar control to the right of the date field and change the date.

To edit the Reference or Deposit Ticket Id fields select the field and edit the data.

Click the  Update Receipt button.

Cancel

To cancel all changes click the  Cancel button.