If you discover a payment discrepancy while performing a CoreBridge Reconciliation or otherwise, you can edit the payment amount and type from the Order View page in the Sales Module. You must be a System Administrator or have the Ability to Override Customer Payments access right.


NOTE:  Credit Card (online) payments cannot be edited and must be refunded and re-entered.


IMPORTANT NOTE:  A PAYMENT CANNOT BE EDITED ONCE IT HAS BEEN RECONCILED IN COREBRIDGE. IF ALREADY RECONCILED, YOU'LL NEED TO REFUND THE ORIGINAL PAYMENT AND THEN ENTER A NEW PAYMENT.


Editing a payment

In the Sales Module, navigate to the Order View page for the order on which the payment is applied.

  1. Click on the Overrides tab.
  2. Click on the Payments button.
  3. Click on the Edit Payment button and a list of payments applied to the order will appear.
  4. Click the Edit Payment link next to the payment you wish to adjust. A new modal window will appear in which you can adjust the payment.
  5. Once adjusted, click the Adjust Payment button to save the changes.


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Reviewing edit history for payments

You can review the edit history for payments from the Order View page.

  1. Click on the View Payment History button.
  2. Hover over the magnifying glass to view payment edit details.


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