Reversing a client payment is easily done with ChronoBeans
Go to the ChronoBeans Administration screen and select the desired client from the list on the left side of the screen. Once the client is selected go to the top navigation bar and select Admin/Utilities/Reverse Payment. The ChronoBeans Payment Reverse screen will appear.
ChronoBeans Payment Reverse Screen
- Select the payment to be reversed from the list. In the example above, only one payment is shown.
- Select the applied date range from the calendar options.
- Press Reverse
- A pop up window will confirm that you have successfully reversed the payment.
- To confirm, you can go to your Client/Apply Payment screen and see that the Unapplied Payment has returned to the list.