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Adjusting Payment Types for Completed Payments

This article provides a step-by-step guide on editing payment details in a receipt.

💡Ensure that you have the required permissions to edit receipt payments. If you are unable to access payment modification options, please contact your administrator for assistance.

⚠️Payments that have not been completed cannot be edited.

Follow these steps to adjust payment details on a receipt:

  1. Navigate to the related receipt record page.

  2. In the Receipt Payments section, click on the button group and select the Edit option.

  3. Adjust the payment type as needed, ensuring the update reflects the correct payment method.

  4. Save the changes to update the payment record.

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