Edit Posted Payment

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!

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