Need to revert a payment that you received on a deal? First, determine whether you are using the new Deal Page or the Classic View, then follow the instructions below!
Deal Page - New
1. Navigate to the Deal Page > Payouts > Closing tab
- Click on Revert Payment
- Select an action from the Action Required dropdown
2. Select Void from the dropdown, then click Confirm
3. Invoice screen: The invoice will now be in a "Void" status
4. Payments Received screen: The Payment Status will update to Canceled
Deal Page - Classic View
1. Navigate to the Deal Page for the Deal > Payouts > Closings
2. Click "Revert Payment" and the Invoice will be removed from the deal
3. Invoice screen: The invoice will now be in a "Void" status
4. Payments Received screen: The Payment Status will update to Canceled
Updated
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