How to Void a Payment
A quick note: Voiding a payment is a permission, which is controlled in your user role. If you do not see the options for voiding a payment, it's likely due to what permissions your role has assigned to it. Contact your Shepherd admin to get your role updated.
Part 1: Updating Invoice Status
In order to void a payment:
A payment has to be made
The invoice's status has to be 'Checked Out'
Updating the invoice status
To update the invoice status:
Open the invoice
Click the dropdown next to the invoice number
Select 'Checked Out' from the dropdown
This will trigger a popup asking if you're sure you want to update the invoice status to 'Checked Out.' Click yes.
Part 2: Voiding the payment
After ensuring the invoice's status is 'Checked Out,' you'll be able to void the payment. Completed payment information is most easily accessed through the client dashboard, so your first step will be to open the client's dashboard. To access that:
Search for the client
Click their name to open their dashboard
Once you've opened their dashboard, scroll down to the 'Payments' section of the page. From there:
Find the payment you want to void
Click the three dots on the right side
This will trigger a popup that asks if you're sure you want to void the payment. Click 'Yes' to finalize voiding the payment.
Note: depending on the payment and transaction, you may only have options for voiding and printing.