1. Open your customer profile
2. Select the 3 dots next to the payment
Option only available on Cash, Check & Other
3. Click on Revert
4. Click on Revert
5. Payment will display in the payments field
First as the processed amount and then as reversed
If the original payment (Cash, Check or Other) was processed as account credit and that credit was applied to invoice(s) the payment will need to be moved to account credit before or after reverting. If the payment started as account credit and was used towards an invoice, the system has no way to know which invoice to pull the funds from.
