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Accounts receivable

Reverse a credit card of ACH payment

You can't return or reverse an ACH transaction in Practice CS. If the client needs a refund, you'll need to issue it yourself. If you need to adjust accounts receivable because of an incorrect or stuck ACH transaction, use a credit memo or debit memo.
The following steps explain how to correct an error or adjust a payment amount for a credit card return.
important
Once a credit card receipt has been accepted by Kotapay, you can't delete or change the record.
  1. Select
    Actions
    , then
    Receipt & Adjustment Entry
    .
  2. Enter a
    Control Date
    .
  3. Select the
    Adjustments
     tab.
  4. Enter the
    Date
    ,
    Client ID
    ,
    Type
     (
    Credit Card Return
    ), and the
    Amount
     you need to refund to the client’s credit card.
    note
    Enter the
    Amount
     as a positive number.
  5. In the
    Credit Card
     window, enter the necessary information, then select
    OK
     to submit the credit card return to Kotapay.
    note
    When you save the adjustment, Practice CS sends the refund request to Kotapay and shows the status of the receipt.
    • Accepted
      Accepted button showing a lock icon with a checkmark
    • Pending
       Pending button with a lock icon and a clock icon
    • Rejected
       Rejected button with a lock icon and a cross
    You can right-click the status, and select
    View Results
     for more information. You can also right-click the icon and choose
    Resubmit Credit Card
     to try again.

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Accounts Receivable