Reversing a Receipt
This screen processes receipt reversals for misapplied
receipts, insufficient funds on a check returned by the bank, or for credit
card disputes (i.e. charge-backs). One receipt may cover multiple orders and
line items. This screen can only reverse posted receipts.
- On the Customer Financial Analysis screen, on
the Receipt Analysis tab, click Reverse Receipt.
- The Receipt Reversal screen displays.
- If necessary, change the Reversal Date.
- Enter any Comments related to the
reversal.
- Highlight the receipt users want to reverse and
click Reverse the Receipt.
