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Cancel a Receipt

Quick answer

  • Open the student record, click Customer ▸ Transactions, select the transaction, click Reverse ▸ Cancel payment, set the reversal date, select a reason code, then click OK.
  • The reversal date cannot be set prior to the original posting date.

Used when a posted customer payment needs to be reversed. The reversal date cannot be set prior to the original posting date.

  1. Locate the transaction

    From the FNO dashboard, navigate to Modules ▸ Academic Management ▸ Students ▸ All students. Filter the list to locate the required student. Click Customer on the Action Pane (③), then click Transactions (④). Select the transaction to reverse (⑤).

    Cancel a Receipt — the Customer transactions list with the payment transaction selected and the Reverse option in the toolbar

  2. Reverse and set the date

    Click Reverse, (⑥) then click Cancel payment (⑦). Select the reversal date (⑧) from the date picker. Select a value from the Reason code dropdown (⑨). Click OK.

    Cancel a Receipt — the Cancel payment dialog with the reversal date and Reason code fields

    Cancel a Receipt — the confirmation result showing the reversed transaction