Copy/Reverse Payment 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.
- Note that you may need to consider additional cleanup after using the tool.
Copy and/or Reverse a Payment
- Go to Payments.
- Open the payment or select payments to copy/reverse.
- From the Tools menu, select Copy/Reverse Payment.
- Review the summary information to be sure you have the correct payments selected.
- Set the date. It defaults to the current date, but you can click the calendar icon to change it.
- Select whether to reverse the payment amounts.
- Enter a name for the batch. It defaults to "[Date] Reversal", but you can change it if needed.
- 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 Platform.
For canceled event registrations/invoices and for partial refunds/discounts, there may be additional items to clean up. For more information, see Additional Cleanup.