SwimOffice Admin - Super User

When you enter a check payment and it later bounces due to insufficient funds, here is how to enter it into the system. You basically "refund" the check amount you entered earlier.
  1. Go to Billing Admin > Invoices & Payments
  2. Search for account and click view in the Acct Balance column
  3. Click New Refund Credit Balance
  4. Fill in the "New Refund Amount" (use a negative dollar amount since you will be reducing your monies)
  5. Enter the Check # (this can either be the original check # or NSF)
  6. Enter any necessary message or memo
  7. Click Save New Refund
  8. If there is an NSF fee you can click New Invoice Item to add the charge to their account
See Also
Refund a Credit Balance when refunding by check