Update Payment Statuses (Admin Only)

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.

1. Open the batch where the payment is recorded.
2. Un-post the batch (if it is posted).
3. Right click the payment and select the correct status.
4. The payment status should be updated once the grid has been refreshed.

Contacts

To update a payment's status through the Money section.

1. Open the contact who made the payment.
2. Click on Payments & Recurring
3. Right click the payment and select the correct status.
4. 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.