If you have received a reversal in your trust account for a payment that now appears as a credit, you must update the sales record to reflect this amount. An example may be an EFT payment that the bank has returned due to incorrect payee bank details.
To begin, locate the payment you'd like to reverse.
Open the sales record
Select Trust Transaction Inquiry
Open the payment
From the cogwheel, select Reverse Transaction
The brackets indicate the payment will be reversed
Save the record.
Now that the original payment has been reversed
The payment can be reissued with the correct bank details.
Prior to creating the new payment ensure you have updated the client card with the correct EFT details and Save