Void a Purchases Overpayment

1. Clickentry allows you to make changes in  an overpayment transaction after you’ve saved it. 

2. You can void the overpayment or make limited changes if 
   • You’ve applied an overpayment to a bill. 
   • You’ve refunded the bill. 

3. To edit or void a purchase overpayment you must have the Adviser or Standard user role.  

About Voiding Purchases Overpayments 

1. If you are voiding an overpayment, it will delete the payment transaction and unreconcile the bank statement line it was matched to. 

2. It will also remove any bill payment that is included in the transaction and the bill will move back to the Awaiting Payment tab. 

3. In case, an overpayment is allocated to the bill or recorded any refunds on the bill then you have to remove the allocation or refunds before voiding it 

4. If you have made an overpayment to a wrong bill then you need not void the overpayment. Simply remove the allocation and then apply the overpayment to the required bill.  

Void an Unreconciled Overpayment 

You can void an unreconciled overpayment If the bill payment or refund on the overpayment isn’t reconciled in your bank account. You can’t void the overpayment from the overpayment activity page. If you want to Void it then go to the bill for which overpayment has been created. Remove the payment the payment.  

1. In the Account menu, select Purchases. 

2. Select the Partial Paid status tab. 

3. Find and open the bill for which overpayment activity was created. 

4. Click on the Payment link, where payment amount of bill is showing in your bill.  

5. Click on the Options drop-down button, then select the Remove & Redo option. 

6. Click OK. 

7. Now the status of the overpayment activity is changed to the Void. 

Remove a Bank Transaction to Void an Overpayment 

1. In the Account menu, select Purchases. 

2. Select the Partial Paid or Paid status tab. 

3. Find and open the overpayment you want to void. 

4. Click on the payment link(Cash Refund). 

5. Click on the Options drop-down button, then select the Remove & Redo option. 

6. Find and open the bill for which overpayment activity was created. 

7. Click on the Payment link, where payment amount of bill is showing in your bill.  

8. Click on the Options drop-down button, then select the Remove & Redo option. 

9. Click OK. 

10. Now the status of the overpayment activity is changed to the Void.