Voiding Subscription Payments
If a subscription payment is entered in error, it can be voided from the Subscription Recorded Payments page. To void a subscription payment, you need the User Permission ‘Void Payments’ under the ‘Subscription Payments’ permission section.
Voiding a payment will re-open that amount as a receivable and could re-open an invoice, if that was the only payment recorded on the invoice.
To void payments, go to the Subscriptions > Recorded Payments page and search for the payment you want to void.
Click on the ellipsis icon for a payment, and select the Void Payment action.
There will be a popup where you have the option to enter a note for why the payment is being voided, and allows you to confirm the void or cancel it. The payment will then read as voided in the Recorded Payments search.
When a credit card payment is voided, it will cancel the actual transaction only if the void happens the same day. When it is voided the same day it is recorded, the payment will also be voided in your payment processor.
If the payment is voided after the day it is recorded, it will only remove the record of the payment. You will have to perform a refund through your payment processor.
Updated 12/23/2024