Learn how to reverse or undo a payment made to an invoice in error.
- Select Invoices from the left menu, then open the invoice you wish to reverse. You can use the filters to find the invoice more easily.
- Select the Payments tab, then click on the payment transaction.
- Select Reverse at the bottom of the window.
- Enter a reason for reversing the invoice, then select Process. You must enter a reason before you can process the reversal.