Reverse a Payment on a Child's Account

Reverse a Payment on a Child's Account


If you have accidentally added a payment to the wrong child's account or you have incorrectly entered a payment, you can reverse the payment by doing the following:

Initial Set-up
Before you are able to reverse a payment, you must set-up your reverse payment reasons:

  1.  Click on the Settings button and select 'Data Lists':



  2.  Select 'Reverse Payment Reasons' from the dropdown field. 



  3.  Click on the 'Add' button 
  4.  Enter a reason for reversing the payment into the text box.
  5.  Click on the 'Save' button.
  6.  Repeat steps 3-5 until you have added all of your reverse payment reasons. For example:


To reverse a payment, do the following:
  1.  Click on the Children button and select 'Accounts':



  2.  Select a child from the list and click on the 'Payments' tab:



  3.  Find the payment which you need to reverse in the table.
  4.  Click on the 'Reverse' button 
  5.  An alert will be displayed asking you to select a reason for reversing the payment:



  6.  Select a reason from the dropdown field.
  7.  Enter the date the payment was reversed; this will default to today's date.
  8.  Click on the 'Save' button.
  9.  The payment will show as reversed in the table on the 'Payments' tab and the 'History' tab. For example: