Revert a payment from "paid" or "authorized" to "unpaid"

Overview

There are a few situations where you may need to change the payment status from "Paid" or "Authorized" to "Unpaid".

1. If a supplier rejects a client's authorized credit card payment on a supplier invoice.
2. If a direct invoice payment is manually marked as paid by mistake
3. If a client provides payment details but wants to change the card used

Once the status has been changed you can re-send the invoice to collect the new authorization or payment!​​

How to revert a payment status to "Unpaid" from an invoice

Once you've opened the invoice in edit mode, locate the payment on the payment schedule. Under the "Actions" column, you will find the "Mark as unpaid" icon if the payment has not been processed:

Clicking this will open a pop up displaying the payment details along with an indication of whether a receipt has been sent for this payment. Clicking "Mark as unpaid" will update the payment status:

How to revert a payment status to "Unpaid" from your commissions and sales report

To begin, navigate to your Commissions & sales report and head to the Payments tab. 

Next, you'll want to locate the payment you're looking to update using your filtering options:

Once you've located the payment you need to update, click on the blue pencil icon next to the payment status:

Once the editing pop up has opened, change the status of the payment to reflect "Unpaid" and remove the "Payment paid date" entirely:

Your payment should now be reverted to an "Unpaid" status and you can resend the invoice to your client to complete once more.