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: 
   
   

• Related Articles

• Child Account - Payments Overview

  The 'Payments' section of a child's account is where you are able to view and and add payments you have received to reconcile a child's account.  To view a child's account, click on the Children button and select 'Accounts':  Click on the 'Payments' ...

• Add a Payment to a Child's Account

  To add a payment to a child's account, do the following:  Click on the 'Children' button and select 'Accounts':  Click on the 'Payments' tab:  Click on the 'Add Payment' button    The New Payment page will be displayed:  Select the payment mode from ...

• Add custom payment types

  To add your own custom payment types, do the following: Click on the 'Settings' button and select 'Data Lists'. Select 'Payment Type' from the drop down menu. Click on the green plus button and type in the name of your new Payment Type. Click 'Save'. ...

• Reallocate a Payment on a Child's Account

  If you have accidentally allocated a payment to the wrong invoice, or you need to allocate it to more than one invoice, do the following:  Click on the Children button and select 'Accounts':  Select a child from the list and click on the 'Payments' ...

• Importing & Reconciling Payments

  To review and reconcile payments, please do the following: 1. Within Portal > Administration > Parenta Pay, click on 'Payment import' page. The names of the bill payers and the amount successfully collected through Stripe are displayed. 2. Click onto ...