reverse payment

Hi lola_d,

Great question! Reversing does not make the original payment automatically appear again in the Prepare Bank Deposits window. Instead, it eliminates the original payment record, so you will need to manually re-enter the payment so that it flows into Undeposited Funds and subsequently into Prepare Bank Deposits.

You can also visit this help pages for more information: 
About undeposited funds
Preparing a bank deposit

Regards,
Earl

Hi Earl,

thanks for your reply. Wouldn't this make it show as 2 payments received or even put a credit towards this account? Or not as I haven't marked it off in Bank feed yet? So what you are saying is go to Sales - Receive payment and enter the amount received and select undeposited funds. Then mark it off again and leave the other already disappeared amount as is?

Hi lola_d,

The steps you’ve listed might make things more complicated and double the amount. A recorded payment won’t be taken off unless you remove it. I noticed one of my colleague already replied to your other post and suggested removing the payment from the invoice first. Once that’s done, you can receive the payments again and group them under Undeposited Funds. That way, everything will show up properly on the prepare bank deposit window.   

Cheers,

Princess

ok thanks for your reply, when I go into the purchase history and try to delete payment it only comes up with the option to reverse payment. Delete payment doesn't come up as an option. Should I reverse? It was paid with credit card from customer?

Hi lola_d​,

That happens when there’s a setting switched on for “Transactions CAN’T be Changed; They Must be reversed” in your preferences (it’s a bit of a mouthful, I know). If you’d rather see the ‘delete’ option pop up, all you need to do is untick that preference and you’ll be able to delete payment again, For the steps-by-steps guide, check this link.

Cheers,

Shella

Hi Shella,

I tried to do this however I am getting this message  

This transaction can't be deleted because it's either from a previous financial year, included in a super payment, or included in an electronic payment. If it is in an electronic payment, the payment needs to be deleted first.
An unrecognised error occurred - ReceivePaymentEvent_Delete_TargetPaymentHasBeenReferenced

and I can't delete. What steps can I do now please?

Hi lola_d, 

It’s possible there’s a lock period set on your file. Try deselecting the box next to “Transactions CAN’T be Changed; They Must be reversed” to see if that sorts it out.

If you’ve already done that, and the transaction isn’t part of an electronic payment or super payment, but you’re still getting that error, best bet is to give us a shout. You can flick us a support ticket through MyAccount, or jump onto our live chat via our virtual assistant MOCA, and we’ll help you out.

Regards,
Genreve

this box is not selected anyway I already checked this ..