Editing a Payment

 If a payment was entered or applied incorrectly, you can edit the payment.

 

To edit a payment the batch must be open.  If it is not open you can follow the instructions to open the batch.

To Un-apply a payment:

  • Click the "un-apply" button to the right of the payment
  • If you are automatically prompted to re-apply the payment - press cancel

To Edit the Payment Amount:

  • Un-apply the payment (if it was applied) following the above directions
  • Edit the dollar amount that was entered
  • Tab through the remaining fields
  • Apply the payment or leave it un-applied

Note: This is the process that will be used if you applied a payment to the wrong resident or account.  When you edit the payment, change the amount to be $0.00.