Void Selected Receipt Button in Payment Entry

• Does this new functionality require additional user permissions?

• Is this specific to one receipt category?

• How to void an in-proof receipt.

• Accounts Receivable

• General Billing

• Tax Billing

• Utility Billing

• Payment Entry (arbilinq)

Instructional

The ability to void an in-proof payment receipt in Payment Entry was added in the form of the Void Selected Receipt button. When viewing the Tender Payment pop-up window, clicking on the View Receipts (X) hyperlink will bring users to a list view of the in-proof receipts in the batch. Here, users can select a receipt and click the Void Selected Receipt button to delete it. 

While this functionality was added to help with a scenario related to Misc. Receipts, the button can be used when applying payments to other Category records as well. 

No additional user permissions are required to use this feature. 

This functionality is only available in Enterprise ERP version 2024.1 and higher. 

Users sometimes create dozens of Misc. Receipts and tender them together. If a mistake is made but not noticed until the receipt has been saved there is no way to remove or modify that receipt without abandoning the entire transaction. As a result, the user often tenders the transaction and then reverses the bad receipt(s), resulting in unnecessary reversals that can throw off the settlement.