Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Undo, refund or move a payment, or record a bounced check

Undo a payment from the Transactions report, refund a customer through Stripe, move a payment to the right invoice, and record a bounced check.

Undo a payment at Reports > Transactions. Mark a check as bounced from its receipt at Financial > Payment Receipts. Refunds are made in your Stripe dashboard, because Allmoxy has no refund button.

Applies to: undoing payments and recording bounced checks needs the Manage Financial Settings permission, which only the account owner has by default.

In this article

Undo a payment

  1. Go to Reports > Transactions and find the payment.
  2. Click Undo transaction on its row and confirm.

The invoices the payment covered show as owing again, and the payment is marked as undone. The report shows it as Undone; use the Include undone filter to list undone payments. The payment's receipt records who undid it and when. Undoing a card payment shows a warning that nothing was reversed at the bank or in your accounting software, so handle those separately.

Refund a customer

  1. Sign in to your Stripe dashboard at dashboard.stripe.com (your company has one login), find the payment and click Refund.
  2. In Allmoxy, undo the payment, or create a credit memo to offset it.

Move a payment to the right invoice

  1. Undo the payment at Reports > Transactions.
  2. Record a payment by hand on the correct invoice, using the same amount and a method such as Check or EFT so the customer isn't charged again. In the Memo, note that the payment was moved from another invoice. See Take a payment for a customer.

Record a bounced check

Payment Receipts, filtered by date and payment type

  1. Open the payment's receipt.
  2. Choose This Check Bounced and enter the fee.

Allmoxy adds a bounced payment fee invoice and reopens the invoices the check paid. Your default fee is set in Financial settings. If you undo the bounced payment later, its fee invoice is voided.

Things to know

  • Undoing an account credit payment gives the credit back as a new credit memo named "Canceled Transaction."
  • Undoing a payment that had a cash discount removes the discount too.
  • If the payment was already sent to your accounting software, adjust it there as well.

Related articles