How Can I Void or Undo Payments in Design Manager?
Reversing or voiding payments within Design Manager can vary depending on the type of payment and where it was applied. Below are detailed instructions for undoing payments applied to proposals or vendor credits. These steps are essential if you need to correct transactions and adjust account balances correctly.
Undoing Payments Applied to Proposals and Invoices
If you want to remove a payment that has been applied to a proposal or invoice, follow these steps:
Go to the cash receipt window & locate the payment by clicking on the underlined reference number associated with the cash receipt.
A new window will open. In this window, identify the payment you wish to undo.
Tag this payment and click on the "Void" option.
Once voided, the payment will be removed from the proposal/ invoice and can be reapplied or managed as necessary.
This process ensures the payment is correctly undone, freeing you to reassign or correct it as needed. Please note that voiding deposits on a proposal in which one or more items has been invoiced is strongly suggested to avoid. In this instance, use the client returns and credits to refund the applicable deposits to the client.