Payments
View, amend or reverse payments.
By Cristiana1 author8 articles
Reverse or amend a paymentFollow these steps to delete a reversal batch.
Load due membership payments to a BatchThis article provides guidance on batch-loading membership payments.
Delete a batchFollow these steps to reverse or delete a batch that has been added by mistake.
How are soft credit payments created?This article explains the different ways a payment can be soft credited.
Switch the tax claimable status of an approved paymentFollow these steps to change the tax status on approved payments if this has been marked incorrectly.
Modify a destination code to a paymentFollow these steps to change the destination code of a payment.
Pledges missing from due paymentsFollow these steps if new direct debit pledges have been set up but they don't pull through to the 'Load due payments' list.
BACS file missing paymentsThis article explains why payments may be missing from a BACS file and how manually entered payments can affect Direct Debit information generation.