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How to reverse a payment marked as paid
How to reverse a payment marked as paid

How to undo or edit a payment you marked as "paid"

Updated over 2 months ago

Payments that you manually marked as paid can be reversed manually as well.

  1. Use the search bar or select Projects from the top navigation menu to find the project that holds the payment you want to reverse

  2. Once you're in the project workspace, open the smart file's File Summary by selecting it

  3. Locate the payment you'll reverse > select the triple-dot icon next to it > select Undo mark as paid

  4. Confirm the reversal by selecting Undo $$$

From here, the payment won't be marked as paid anymore.

πŸ“š Tip

Reversing a payment marked as paid will not send an email to your client.

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