Everyone makes mistakes, here's how you fix them with InnoCare Software.
Note: You cannot edit the details of a payment once it is posted, if you want to change it you must Reverse the Payment first.
- Open Client Folder
- Click Billing tab
- Select Payment
- Right-click Payment
- Click Reverse Payment
If you'd like to backdate the reversal, please keep in mind you can only go back 30 days.
- Edit refund description as needed
- Click OK
- Refund created to cancel the payment
- Icons updated to reflect new status