Accidently selected cash pay but client pays by credit by credit card

Answered

Follow

Dyan Kolb, MSW LCSW

• January 19, 2022 22:10

I accidentally selected cash pay but my client pays by credit card. It says there is a credit now which is incorrect. How do I fix it? When I went to billing, transactions and edit, there is no delete payment option. 

-1

• 

  Julie Rosinski

  • January 20, 2022 13:54

  If there is an invoice that says "paid" you have to delete the invoice.  I think that should be enough to reset the payment. 

  -1

  Comment actions Permalink
• 

  Sara

  • January 20, 2022 19:12

  Hi Dyan,

  You will need to delete the cash payment which you can do by going to the client's Overview page > Billing > filter by Transactions > Edit next to the payment > Delete payment.

  0

  Comment actions Permalink

Post is closed for comments.