Following up on refunded or voided payments in FieldEdge

Follow

After the refund/voided transaction has been saved in the Clearent Virtual Terminal, you’ll need to follow up with the invoice in FieldEdge and QuickBooks. Follow the instructions below to follow up on the refunded or voided payments.

Payment has been refunded/voided and the Invoice has been finalized in FieldEdge.

1. First, confirm that the payment has been unapplied in QuickBooks. If it has not, then you will need to unapply the payment and save it before you void/refund/delete the payment in QuickBooks.

2. Next, pull up the invoice in FieldEdge. The unapplied payment will show as a negative amount in the payment section. You can now zero out the invoice and add any notes to the invoice for your own records.

  • Note: It's recommended that all items on the invoice be deleted and replaced with a single non-inventory note item. You can add any notes to the description field of this note item.

Payment has been refunded/voided and the Invoice has NOT been finalized in FieldEdge.

If you have already refunded/voided the payment in the Clearent Virtual Terminal but have not unapplied the payments from QuickBooks, you will need to perform the following steps to follow up on the refunded/voided payment in FieldEdge.

1. First, you'll need to pull up the invoice in FieldEdge and click Save to bring up the status window.

2. From the status window choose to Finalize and Post to QuickBooks and click Confirm.

3. Now that the payment is in QuickBooks you'll unapply the payment, then void/refund or delete the payment in QuickBooks.

4. Now the invoice will need to be cleaned up in FieldEdge. Pull up the invoice in FieldEdge and zero out the invoice and add any notes to the invoice for your own records.

  • Note: It's recommended that all items on the invoice be deleted and replaced with a single non-inventory note item. You can add any notes to the description field of this note item.

5. Click Save and choose Status Unchanged.

You can repeat the steps above for any additional refunded/voided payments you may need to follow up on. This concludes how to follow up on a refunded or voided payment in FieldEdge.

1 people found this helpful

Comments

0 comments

Please sign in to leave a comment.