Canceling a Payment without Creating a Credit

You can cancel a payment transaction in an open batch without creating a credit if the Credit Payment check box is cleared. If the payment was made with a credit card and the Credit Payment check box is selected, the refund will be made to the credit card (if PayPal is set up and activated.)

To cancel a payment without creating a credit:

1. Go to the Payment Profile.
2. Click the Cancel Payment icon.

This will open the Payment Cancellation form.

3. Enter a date for the payment cancellation in the Cancellation Date field.
4. The Credit Payment check box is selected by default. Click the Credit Payment check box to clear it. This cancels the payment but does NOT create a credit on the customer’s record.

5. Click the Process Cancellation button.

The Payment Profile updates to reflect that the payment has been canceled. In the Other Payment Methods Information section, note that Payment Credited? is set to No.

(See also Cancelling an Invoice Without Creating a Credit)