Available for users of MiMembership V2.1.10+. Please contact support if you would like to update your version.
This process is used when a payment applied to an invoice cannot be deleted and the user wants to amend or correct the payment date, amount or payment method.
- Go to Financials > Payments tab
- To filter payments; enter the payment date in the Paid Range fields of the incorrect payment
- Select Incorrect Payment from the payment list
- Select the Delete icon (red cross) located top right of screen
- Select Yes to cancel the payment
- The payment will remain in the database, however will now have a $0 value
- If the payment has been sent to the GL, select to Reverse the payment instead of Cancel the payment
- Return to the member's Account tab and apply the correct payment details to the invoice