How do I void a transaction?

Voiding a payment allows you to cancel the payment applied to an invoice to make changes to the payment type, amount and/or treatment items. Click here to review examples of when you should void.

Note: To void a transaction, the user logged in must have the Employee Right enabled to void a payment.

Voiding a Payment

1. Access the client’s page under which the transaction was processed.  
2. Under the Account Balance section of the client’s page, click View History.
   • The Payment History page will load and show transactions by the most recent activity appearing first.
3. Locate the receipt you are looking to void, then click Void Payment.

• If there are multiple transactions associated with the affected invoice, you must void the newest transaction first, then void the descending transactions.

4. A pop-up window will appear for Void Comments. Enter a reason and proceed by clicking Void.

The Payment History Page will reload and display the transaction with a VOIDED stamp. The options to Edit Receipt and Return Items will no longer be available.

If the payment was integrated, you will be given two options when voiding. Click here to learn more.

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