Occasionally you might need to update a payment's status if there has been a miscommunication between your payment gateway or Xero.
Money
To update a payment's status through the Money section.
- Open the batch where the payment is recorded.
- Un-post the batch (if it is posted).
- Right click the payment and select the correct status.
- The payment status should be updated once the grid has been refreshed.
Contacts
To update a payment's status through the Money section.
- Open the contact who made the payment.
- Click on Payments & Recurring
- Right click the payment and select the correct status.
- The payment status should be updated once the grid has been refreshed.
Note: In both cases an audit log record of the update will be created.
Note: If the payment status is set to successful and no receipt number had been generated, a receipt no will be generated for this payment.
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