Use Payment Void Reasons to apply standardized language when voiding payments. For more information on voiding payments, see this Help Article: Void Posted Payment
Step 1. On the navigation bar, click ‘Settings’, then click the name of the Billing Provider
This will navigate directly to the specified Billing Provider.
The Settings is limited to users with the Role of Administrator. For daisyBill accounts with multiple Billing Providers, daisyBill maintains separate Payment Void Reasons for each Billing Provider.
Step 2. Click the ‘Billing Settings - Custom’ tab
Step 3. Click the Payment Void Reasons’ card
Step 4. To add a new ‘Payment Void Reason,’ click the ‘Add Payment Void Reason’ button
Step 5. Enter the ‘Description’ and ‘Text’ for the ‘Payment Void Reason,’ then click the ‘Add’ button
Create an easily identifiable Description of the Payment Void Reason. A good Description makes clear when the Payment Void Reason should be used.
In the Text field, enter the language you want to appear on your Bill History when the Payment Void Reason is used. Click ‘Add’ when done.
Step 6. To edit a ‘Payment Void Reason,’ click the ‘Edit’ icon
To deactivate a reason, toggle the ‘Active’ button
Step 7. To delete a ‘Payment Void Reason,’ click the ‘Trash can’ icon
Voila!