How do I undo or delete a payment entered by mistake?
Short answer
Open the folio > Payments, click Edit to correct it or Delete to remove it, confirm and Save. If the money was already given back, use a refund instead.
Steps
- Open the folio and click Payments (list on the left) or Show Payments in Take payment.
- Same day, not yet saved: click Delete and confirm Are you sure you want to delete?
- To fix the amount or remark click Edit, change it and press Update (Cancel leaves the edit).
- Click Save in the folio header.
- For a payment from an earlier day or a card payment that was processed, use the Refund icon (refund).
Check the result
The line disappears (or shows struck-through when Display deleted payment is on) and Balance due goes back up.
Common problems
- Past date payment not allowed. Needs the past-date privilege.
- Back dated payment not allow to add. Reason: It will changed the audited reports. Audited days are locked.
- You can not delete this Payment. Reason: Refund Payment exist. Delete the refund first.
- Payment taken by a Sales & Channel or transferred: remove it from the same tab first.
- Whole checked-out test folio: undo transaction.
- Messages: Reservation messages (files 07a-07k).