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.
- SelectActions, thenReceipt & Adjustment Entry.
- Enter aControl Date.
- Select theAdjustmentstab.
- Enter theDate,Client ID,Type(Credit Card Return), and theAmountyou need to refund to the client’s credit card.noteEnter theAmountas a positive number.
- In theCredit Cardwindow, enter the necessary information, then selectOKto submit the credit card return to Kotapay.noteWhen you save the adjustment, Practice CS sends the refund request to Kotapay and shows the status of the receipt.
- Accepted
- Pending
- Rejected
You can right-click the status, and selectView Resultsfor more information. You can also right-click the icon and chooseResubmit Credit Cardto try again.
