Step-by-Step Guide to Voiding a Manually Logged Payment
Navigate to "Results" and to the Payment Section:
Go to the results section and then the payment section of the job for which you want to void the payment.
Locate the Payment:
Find the specific payment you need to void.
Access the Void Option:
Click on the three dots to the right of the payment.
Note: Only authorized users will see the option to void the payment.
Void the Payment:
If you are an authorized user, click void payment.
Confirm the void action when prompted.
Confirm Void and Update Records:
After confirmation, the payment will be marked as voided and crossed out.
The total due amount will be updated accordingly to ensure correct calculations.
The timeline section will record who voided the payment and the amount voided.
An example of what your page should look like:
Limitations
Authorization Required: Only authorized users can void payments. Ensure your user role has the necessary permissions.
Permanent Action: Once a payment is voided, it cannot be undone. Double-check before confirming the void action.
Need Help?
If you have any questions about voiding payments in Chariot, please reach out to our support team. We're here to assist you!