Reversing a payment

If you have the necessary permissions, you can use the Payment InfoViewer to reverse a payment after it has been applied to the corresponding account. To reverse a payment, Infor Public Sector creates a debit transaction for the payment amount. This transaction is displayed in the Transactions grid at the bottom of the Payment InfoViewer. You can also use Lookup Transactions or the Transactions tab of the Manage Account page to review the transaction.

  1. Load the payment you want into the Payment InfoViewer.
    You access the Payment InfoViewer by clicking the Trace # link for the payment on any form that shows the link.
  2. Click Reverse Payment.
    Infor Public Sector shows a dialog box asking if you're sure you want to reverse the payment. The Reverse Payment link is only displayed if you have the correct permission in Access Control.
  3. Click Yes.
  4. In the Reversal Reason Code field, specify the reason the payment is being reversed.
  5. Click Save.
    Infor Public Sector reverses the payment and shows a message that the payment has been successfully reversed.
  6. Click Close.
    Infor Public Sector closes the dialog box and shows the message Payment reversed under Status in the InfoViewer.