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Reverse a Receipt

Paige Freeman
  • Updated

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.

To reverse a receipt:

  1. From the Receipts or Unapplied Receipts screen on a constituent record, select Reverse Receipt.
    The Reverse Receipt screen displays, as shown below.
  2. If necessary, change the Reversal Date.
  3. Enter any Comments related to the reversal.
  4. Select  Reverse Receipt.
    Do not reverse credit card receipts that are already settled issue a refund instead.