Need to edit the details of a posted payment? No problem! Use the Edit feature on the Bill Page.
When editing a posted payment, only the following information can be changed:
- Check Number
- Payment Form
To correct an erroneously posted payment, use the Void feature shown on the Bill Page. For more information, see the Help Article: Void Posted Payment.
And now, to the main event!
Step 1. In ‘Payments’, click the ‘Pencil’ icon to edit
Step 2. Edit the Reference Number and/or Payment Form, then click ‘Save Changes’
That was easy!