How to Reverse a Payment
When reversing a payment to an invoice on the City Ledger, there are two options: Reverse the payment completely, or reverse the payment and apply it to the Account as a Payment Credit. The following article explains the process for working with both scenarios.
Locate the desired Invoice
Go to Operations > City Ledger. Locate the Invoice where the payment to be reversed is located. If you are unsure how to search for an invoice, please see the article How to Search for an Invoice in the City Ledger module.
You have two options when reversing a payment:
- Reverse Payment as Credit to Account – if this option is selected, once the payment is reversed, it will be added to the Payment Credits for this City Ledger Account
- Reverse Batch Payment (1 invoices paid) – if this option is selected, the payment is simply reversed