How to cancel a payment ?

You can cancel the payment of an invoice if you haven't done your cash closing yet and if the payment is badly entered for example.

If you have already done your cash closing (and cannot cancel it anylonger), see this article.

If you want to cancel a payment, follow the following steps :

STEP 1 : GO TO FINANCIAL IN THE MEMBER FILE

Go to financial in the member file of the member concerned.

STEP 2 : FIND THE PAYMENT TO BE CANCELLED

Show 'All the operations' and "Payments" in the search field. This enables to target the list of payments and find out the payment you want to cancel.

STEP 3 :  FROM THE THREE DOTS ...

Select the targeted payment (Here, it's a £1 card payment), click on the three dots and on 'Cancel payment'. The payment is cancelled then.

STEP 4 : CHECK THE ACTION

After clicking on 'Cancel payment', show 'All the operations' and inform 'Invoices' and 'Payments' in the 'Search' field, you will find out the 'Late payment' invoice. The payment has been cancelled, and the member will have a debt corresponding to that invoice.

Impossible to see 'Cancel the payment'

If it is not possible to see this action 'Cancel the payment', the reason is that the payment has been validated in a cash closing. In this case, you will have to detach this payment from the invoice to reuse it in a future purchase or reimburse it. To know how to do it, please read this article.