The following steps outline how to cancel a payment that has been received but not yet applied in Accounts Receivable. At this stage, the payment will still have an Open status.
Navigate to: Accounting > Receivables > Review Payment
2. Select the payment you wish to cancel, then click "Cancel" from the drop-down menu.
3. If prompted, add a note explaining the reason for the cancellation — this can be helpful for record-keeping or audit purposes.
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Still have questions? Contact the X-1 Support Team anytime — we’re happy to assist you!