Use Payment Void Reasons to apply standardized language when voiding payments. For more information on voiding payments, see this Help Article: Void Posted Payment.
Only daisyBill Users with an Administrator role can manage Payment Void Reasons. For accounts with multiple Billing Providers, daisyBill maintains separate Payment Void Reasons for each Billing Provider.
How to Add a Payment Void Reason
Step 1. On the navigation bar, click ‘Settings’, then click the name of the Billing Provider
This navigates directly to the selected Billing Provider.
Step 2. Click the ‘Payment Void Reasons’ tab
Step 3. Click ‘+ Add Reason’
Step 4. Enter the ‘Description’
Write a clear description that explains when your team should use the Payment Void Reason. The best practice is to create a naming convention, so all team members can easily identify Payment Void Reasons in a list.
Step 5. Enter the ‘Reason’
Use the language you want to appear on your Bill History when your team uses the Payment Void Reason.
Step 6. Click ‘Add Reason’
Step 7. (Situational) To edit a Payment Void Reason, click the Pencil icon
New Payment Void Reasons are automatically set as Active. To deactivate a Payment Void Reason, toggle the ‘Active’ button off.
Step 8. (Situational) To delete a Bill Write Off Reason, click the Trashcan icon
Voila!