Edit payment details
Use the Edit action to correct supported fields such as payment date, method, reference or notes. Review allocations after changing related information.
Reverse a payment
Use Reverse payment when the financial record itself must be undone. A reversal preserves history and reopens affected invoice balances instead of silently deleting posted activity.
Archive and restore
Archive payment records that should leave the active list. Open the payment archive to review and restore them when required.
Use bulk actions
Select multiple payments to change payment date or method, reverse eligible payments or archive records. Confirm the selection before applying a financial action.
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