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Reverse a payment

3 min Finance and accounts staff

When money was refunded, a cheque bounced or a payment was recorded by mistake, reverse it. The invoice becomes unpaid again.

What you will learn

Know when to reverse a payment
Reverse a payment from Live Payments or from the invoice
Know what happens to the invoice

A successful payment has a Reverse button at the end of its row.

Step by step

Open Accounts → Live Payments and find the payment. Setting Any status to Successful helps.
Press Reverse at the end of its row. You can also open the invoice and press Reverse next to the payment under Payments.
Type the reason, for example Cheque returned unpaid by the bank. A reason is required.
Press Reverse payment.

What you will see

The payment shows Reversed, with your reason under it.
The invoice goes back to Unpaid, or Overdue if its due date has passed. The professional can pay it again.

Check yourself

Pick an answer for each question, then press Check my answers. Nothing is saved or sent.