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!​​

Steps

1. Verify the invoice has a booking date (if you are unsure how to add one, check out this guide)
2. Go to Reports -> Commissions & Sales -> Payments
3. Update the filter settings to include all payment statuses and expand the time period if necessary
    
4. Click the pencil icon beside the Paid label
   
5. Change "Paid" or "Authorized" or "Paid" to "Unpaid"
6. Remove the Paid Date, if applicable, then click Update
   

Once completed you should be able to resend the invoice to your client to collect the new payment details!