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 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.