Reversing Cash payment created in error

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Sarah Krueger

• September 20, 2023 19:27

I accidentally created a sizable cash payment for a client which I never received. I need to reverse it to avoid paying taxes on it at year end report. Previous posts have said to go to billing - payments - edit, but there is no edit button. Please advise.

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  Kathleen Burke

  • October 01, 2023 22:47

  In the client's main page, click the "Billing" tab. Change the dropdown from "Billable items" to "Transactions by client". Find the payment in question and click "View". In the new screen, click "Refund".

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