How to Void a Payment

Created by Corey Nolan, Modified on Tue, Apr 8 at 3:24 PM by Corey Nolan

The steps below will walk you through the process of voiding a customer payment.

1. On the Policies page, Click the Payments Tab

2. Click the icon

3. Confirm the Method Type

4. Confirm the Method Source

5. Confirm the Payment amount

6. Select the Date

7. Confirm Payment Status = Processed or Authorized

8. Select Attempt Void

*Note- If ‘Attempt Void’ option is not available, you must Refund the payment.

Voiding or refunding a payment does not cancel or reverse a Policy. Please see How to Cancel a Policy.docx or “How to Reverse a Policy” articles for more info.