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.