Scope
- Steps on how to undo an incorrect payment. Undoing a payment will wipe it from the system as if it were never marked on.
- You can only undo offline transactions: Cash, Cheque, Bank Transfer & Voucher payments.
1. Go to the Cashier tab from the top.
2. Select a student by typing in the student’s name in the top left field.
3. In the drop-down menu next to the student’s name, click Show All Items.
4. From the list of payments in the left panel, click on the payment you wish to undo so that it is highlighted in grey.
5. From the Manage Payments panel on the right, click on the Action dropdown menu > choose Undo Last Transaction.
6. A Confirmation pop-up box appear asking you to confirm the transaction that you are undoing.
7. Click OK when you are ready, and the transaction will be removed.
Instructions – From Credit
Sometimes when you pay money onto the system, the money will go directly into the student’s credit pot. If you find that you need to remove this credit, you can do this through the Manage Credits box.
1. Go to the Cashier tab from the top.
2. Select a student by typing in the student’s name in the top left field.
3. In the top right corner, click on the hyperlinked amount next to the Parent in Credit by field.
4. From the Manage Credits pop-up box, click on the Credit that you want to remove so that it is highlighted in grey.
5. Click Remove Credit.
6. A pop-up box will ask you to confirm > click OK. The transaction will then be removed.
