Reverse Previously Applied Payments
- From the main screen, select Payment Processing
Reverse Previously Applied Payments.
- To find the payment to reverse, in the Date Range fields, type the beginning date in the From field and the ending date in the To field.
- To control the number of lines displayed in the grid, scroll to the right of the screen and click the drop down arrow to change the page size.
- Click the Find button.
The payment information is displayed in the grid at the bottom of the screen. View
field definitions.
Field | Definitions |
Date | Date of the payment |
Major Number/Major Name | Major account number and name. |
Customer Number/Customer Name | Customer account number and name. |
Source | Identifies where the payment is from. |
Payment# | Identifies the payment number assigned by CARRR when the payment was applied. |
Payment Date | Identifies the date of the payment. |
Original Payment | Date of the original payment. |
Applied Amount | Dollar amount applied to the account. |
Unapplied Amount | Dollar amount of the payment that was not applied. |
Reversed | Dollar amount of the reversed portion of the payment. |
Action | Identifies previous actions on the account. |
- Under Action, click on the Reverse Payment link.
The Payment Application Status screen is displayed. View
field definitions.
Field | Definition |
Payment Amount/Date/# | Payment dollar amount. Date the payment was made. Payment number. |
Date Applied | Date the payment was applied to the account. |
Payment Number | Identifies the payment number assigned by CARRR when the payment was applied. |
Applied By | Name of the person who was signed on when the payment was applied. |
Major Number/Name | Account number on the major account. Name on the major account. |
Number of Previous Reversal | Number of times there have been previous reversals on the account. |
Comments | Comments entered on the account. To add a comment, click the Add New link. View steps. |
WinDSS (POS) # | Number assigned to the transaction in POS. |
Trans Date | Date of the transaction of the charge. |
Customer # | Account number on the customer account. |
Customer Name | Name on the customer account. |
Student ID | School-assigned student ID of the student charging the amount. |
Trans Type | Transaction type. Types are: |
Orig Amount | Original amount of the charge. |
Pay Amount | Amount paid on the account. |
Remaining | Remaining balance on the account after payments are applied. |
Select All | Check to select all lines on the grid. This determines which payments are reversed. |
- To reverse the payment, click Confirm Reversal.
The Applied Payments screen is displayed.
- Click Close.