If you identify a payment discrepancy during reconciliation or at any other time, you can adjust the payment amount or type directly from the Order View page in the Sales Module. To make these changes, you must be a System Administrator or have the Ability to Override Customer Payments access right.


Note: Credit card (online) payments cannot be edited. If a payment needs to be changed, it must be refunded and re-entered. Payments that have already been reconciled in CoreBridge also cannot be edited - they must be refunded and then re-entered as new payments.



Table of Contents



Editing a Payment


Navigate to the Sales Module / Orders and select the appropriate Order.


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. 


Note: A pop-up window will appear in which you can adjust the payment.


5. Adjust the payment as necessary.

           6. Fill in a reason, if desired.

          7. Click Adjust Payment.

 


 

Reviewing Payment Edit History


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.