Correct a wrong payment: edit it or void it

A payment can be corrected after it is saved. You either edit a detail, or void the entry. Voided entries are never deleted: they stay in the list.

Before you start

• Sign in as “Reception”.
• Edit when the payment happened but a detail is wrong. Void when the entry should not exist, for example it was entered twice or for the wrong student.

Steps

1. Open “Finance”. In the transactions list, type the payer's name in the search box. Only that person's payments stay.
2. To change a detail, press “Edit” on the row. Change the method, amount, date, payer or note.
3. Write the “Reason”. It is required and is kept in the history. Press “Save”.
4. To cancel an entry, press “Void” on its row. Write the reason and confirm.
5. The row stays in the list marked “Voided”, with its amount crossed out. The months it paid for are taken back from the subscription.
6. If you voided by mistake, press “Restore” on that row, write a reason and confirm. The payment and its months come back.

Result

The list shows the corrected payment. Every change is kept in the history with its reason and who made it.

If something looks different

• An entry recorded more than 48 hours ago can be changed, voided or restored only by the founder.
• Changing the amount recounts the months it covers. The dialog says so.
• The edit form cannot move a payment to another student. Void it and record it again.