Reverse an External Payment

Payments can be reversed due to errors.  Use caution when performing a payment reversal. Reversing an external payment unapplies any amounts applied to invoices and also increases the customer balance.

Important Notes: 

• Only external payments can be voided or reversed.
• Electronic payments must be refunded via the Payment Gateway, when eligible. 
• By default CardConnect does not support partial refunds for ECHECK payments. 

Steps: 

1. Navigate to Menu > Operations > Payments. Or navigate to Menu > Customer Accounts and select the desired customer. 
2. Locate the payment record and click Reverse from the Actions menu. 

3. A confirmation modal will confirm the reversal. 

4. Click Reverse to initiate the reversal. 

The Payment Status changes to Reversed once complete.