Payments on Work In Progress or Built orders can easily be edited when a payment is entered incorrectly.


NOTE: Payments must be edited before running a reconciliation.


Editing a Payment in WIP or Built Status:

  1. Navigate to the Order View Screen.


  2. Click on the Overrides tab.

    NOTE: If the Overrides page is blank, you do not have permission to edit a payment.

  3. Click on the Payments button.
  4. Click Edit Payment.


  5. Click Edit Payment.


  6. Update the existing payment.
  7. Include a reason for the change.
  8. Click Adjust Payment.