Articles on: Payment & Billing

Deleting Incorrect Payments

Deleting Incorrect Payments


This article will assist you with deleting incorrect Direct Debit or Manual Payments within the Software.


Overview


Payments can be created by:


  • When Invoices are created for your Service and your Families are on Direct Debits.
  • Manually Created Debit Online transactions
  • Direct to Centre Payments eg. Cash, Eftpos


These payments can be managed if they have been entered for:


  • Incorrect Family
  • Incorrect Amount
  • Incorrect Type of Payment
  • The Receipt amount needs to be altered for a Direct Debit if eg. CCS has been backdated


Deleting an Incorrect Direct to Centre/Over the Counter Payment


  1. Select the Payments & Billing Screen
  2. Select the Payments Tab
  3. Select the 3 Dot menu next to the Incorrect receipt
  4. Select Delete



  1. Select Confirm Delete



The receipt can be re-added with the correct information.


To assist you with adding payments see: How to manually schedule a recurring Direct Debit payment or How to record a Once off Payment


Deleting/Editing an Incorrect Direct Debit Payment


Direct Debit Payments can only be adjusted or deleted if the Date has not commenced. The Status will be Pending.


  1. Select Scheduled Payments
  2. Select the 3 dot menu next to the incorrect receipt
  3. Select either Edit or Delete


To assist you with this full process see: How To Stop Direct Debits Or Change The Scheduled Amount




To assist you further with managing payment see: Help Page - Managing Payment Processes



Updated on: 08/06/2021

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