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.

In order to void a payment:

Updating the invoice status

To update the invoice status:

This will trigger a popup asking if you're sure you want to update the invoice status to 'Checked Out.' Click yes.

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:

Once you've opened their dashboard, scroll down to the 'Payments' section of the page. From there:

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.