- 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.
|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.
|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.|
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.