Copy/Reverse Payment Tool
Learn more about the Copy/Reverse Payment tool, including instructions to copy or reverse a payment using the tool.
With the Copy/Reverse Payment tool, you can copy payments to a new batch or reverse payments due to insufficient funds or a correction.
- The tool is available on the Payments page, and you can launch it from a selection of records or an open record.
- The tool displays the total number of payments, the total amount of the payments, and the subtotals associated with each event.
- Using the Copy/Reverse Payment tool, you can:
- Set the payment date. (It defaults to the current date.)
- Select whether to reverse the payments.
- Set the batch name. (It defaults to "[Date] Reversal".)
- Select whether to mark the payment records as processed.
- If you select to reverse the amounts, you create a reversing entry for each payment.
- Consider additional cleanup after using the tool.
Copy and/or Reverse a Payment
- In the navigation menu, click .
- Open the payment or select payments to copy or reverse.
- Click Tools, then click Copy/Reverse Payment.
- Review the summary information to be sure you selected the correct payments.
- In the Payment Date field, set the date. It defaults to the current date, but you can click the calendar icon to change it.
- In the Reverse Amounts field, select whether to reverse the payment amounts.
- In the Merchant Batch field, enter a name for the batch. It defaults to "[Date] Reversal", but you can change it if needed.
- Use the Processed toggle to select whether to mark the payment records as processed.
- Click Copy Payments.
- Close the tool.
You've copied the payment(s) and, if selected, created a reversing entry for each payment. If selected, the payment records are marked as processed in MinistryPlatform.
For canceled event registrations or invoices and for partial refunds and discounts, there may be additional items to clean up. For more information, see Additional Cleanup.