Customer Payment Reversal Entry - Payment Reversal detail overview

Customer > Entry > Payment Reversal

Use the Payment Reversal view to reverse customer payments. For qualified payment records, you can reverse the payment for an NSF check, or an incorrect invoice, or an incorrect customer.

From the search results in the grid, when you drill down into a payment transaction, the Payment Reversal detail page is displayed. In this Payment Reversal detail page, you can select a reversal reason, complete the related fields, and submit the reversal. The related fields displayed vary based on the reversal reason you select. For example, if you select NSF Check, fields that are relevant to collecting data to perform the NSF Check reversal are displayed. If you select a transaction that has an exception, the exception description is displayed as an error.