Void a Credit Card Payment

  Permissions: You must have Organization Administrator level permissions to void the payment.

You can void a Client's credit card payment before the charge has settled with their bank via the Credit Card Charges Report. 

IMPORTANT: If the transaction status is Settled, it is only possible to issue a refund. 

Steps to Void

Voiding a charge will remove it from the Credit Card Payment Report.

1. Click Reports tab in primary navigation bar.
2. Click Credit Card Charges under the Billing section.
3. By default, the current month's transaction will display. Adjust the Transaction Date Range to see additional dates.
4. Locate appropriate transaction.
   

   NOTE: Filter Report by clicking any of the column headers to sort data ascending or descending. OR, type in search fields to narrow results.

5. Click Void in Actions column.
6. Confirm that you want to void the transaction.