How to Reverse a Payment on a Single Account from a Multi-Account Payment

Created by Heather Zeh, Modified on Fri, 27 Jan 2023 at 09:32 AM by Heather Zeh

There are 2 different ways to Reverse a Single Payment from a Multiple account payment. It can be done from either The Batch or from the Account. This guide gives instructions on how to do it from either location. 


1. Click the PAYMENTS tab.



2. Select the User from the drop down and uncheck the Open Only box and choose the username the batch is under, or search by batch number.



3. Left click the batch number or right click and open in new tab.



4. Enter the Account number that the Payment needs to be reversed from and press Enter or Tab once the account shows up.


5. Click the 3 dots and choose Reverse.



6. Open a Reversal or ReApply batch by clicking the +OPEN BATCH button.





7. Change the Location, Deposit Date, or Description if applicable. Click the SAVE CHANGES button.



8. Choose  a reason for the Reversal and add a comment in the Comment box.

9. Click the + next to the payment the Account is in.


10. Check the box next to the payment to be reversed and click the REVERSE PAYMENT button.




11. Click the YES button to confirm the reversal, then click the OK button, confirming the Reversal is completed..



12. Verify the Payment has been Reversed on the Account.



How to reverse a Payment from the Account screen


1. Click the ACCOUNTS Tab.



2. Enter the Account number in the search bar and click on the correct Account.


3. Click  on PAYMENTS on the menu on the left.




4. Click the REVERSE button.



5. Follow steps 6-12.





















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