If you have received a reversal in your trust account for a payment that now appears as a credit, you must update the campaign record to reflect this amount. An example may be an EFT transfer that the bank has returned due to incorrect payee bank details. Or you may have simply made a mistake and would like to reverse the payment created to start again.
To begin, locate the payment you'd like to reverse.
Open the campaign record to locate the transaction via a Trust Transaction Inquiry
Double click on the transaction you would like to reverse
From the cogwheel, select "reverse transaction"
Save the record
The reversal will be reflected in the overall figures. The payment can then be reissued.
