Correcting Duplicate or Incorrect Payments

Learn how to rectify mistakes in payment entries

Occasionally, errors can occur when manually entering payments or duplicating them inadvertently. Fortunately, rectifying these mistakes is straightforward within your Class Manager account.

To address a duplicated or incorrectly entered payment, follow these steps:

1. Click < to the right of Billing.
2. In the expanded menu click Payments.
3. Locate the payment associated with the error by using the search bar if necessary.
4. Click on the payment to access its details.
5. You'll find a Delete button on the next page and confirm it.

The customer's balance will be automatically adjusted to reflect the correction.

To verify the adjustment:

• Access the customer's profile:
  1. Click < to the right of Customers.
  2. In the expanded menu click View All.
  3. Locate the customer's profile and open the profile by selecting their name.
  4. Go to the Billing tab, to view their updated balance.
• Alternatively, visit the customer's invoice and notice it will either revert to status as Awaiting Payment or Part-Paid (if there is another payment record assigned to that invoice).
  1. Click < to the right of Billing.
  2. In the expanded menu click Invoices.
  3. Locate the invoice by using the search bar if necessary.

By following these steps, you can efficiently rectify duplicate or erroneous payment entries in your Class Manager account, ensuring accurate financial records. 🙌