How do I fix mistakes entering payments?
Cash Receipting makes it easy to fix mistakes. The most important question to ask is: Has the payment entry been updated to the General Ledger? If the answer is yes, you will need to enter the correction in the General Ledger. But if the answer is no, you can use one of these options.
Option 1 (easy)
Click Delete to abort the current receipt. Cash Receipting clears the entire Enter Payments form without saving the transaction. Now, you can begin again.
Option 2
Use this option if (1) the receipt is saved and (2) there is information that has already been tied to the receipt and you don't want to link the receipt to the payment. Click Save, and then click Edit and return to the receipt to edit it.
Important! As long as the receipt has not printed or updated, then you can edit the receipt. If the receipt has been printed or updated, use the Void Receipt routine.
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