To mark a payment as reversed and create a reversal batch with a matching negative figure, you can reverse a payment. Alternatively, to do this while also creating a new correct payment, you can amend the payment.
Reverse a payment
To reverse a payment, follow the steps below.
📌 Note: Once you reverse a payment, you can't delete the reversal batch.
Click Finance then click Batches.
Click the batch that contains the payment you need to reverse.
If it's a pledge payment, the pledge needs to be active. If you've closed the pledge, you need to reactivate it in order to reverse it, then you can close it again.
For the relevant payment, click the eye icon then click the reverse payment icon.
Enter the reversal date and a description of why you're reversing the payment.
Click OK then check the details on screen.
Once you're happy that this is correct, click Approve the batch.
Amend a payment
To amend a payment, follow the steps below.
📌 Note: You can't make amendments to a payment that you've previously reversed. If you need to make changes to a reversed or amended payment, please raise a new case online and reference the title of this article.
Click the approved batch that holds the payment you need to reverse.
For the relevant payment, click the eye icon then click the amend payment icon.
Click Yes then enter the amendment date, description and batch ID.
If you already have a batch to use, enter the batch ID or, to create a new one, click the search icon then click New.
Enter the relevant details then click Save.
Click the Payments tab then check there's a reversal and an amended payment.
Once you're happy the details are correct, click Approve the batch.
⚠️ Important: We recommend you don't delete an amendment batch as this can affect the instalments on memberships and pledges.
To view payments you've reversed or amended, click the Amendments tab.