ℹ️ 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.
You can update the payment type on a completed receipt payment if the payment was recorded with the wrong method.
Payments that have not been completed cannot be edited. Access to payment editing may also depend on your permissions. If you do not see the option to edit a payment, contact your administrator.
Change the payment type
Open the related Receipt record.
In the Receipt Payments section, click the dropdown menu for the payment you want to update.
Click Edit.
In the Edit Payment window, update the Type field to the correct payment method.
Add or update the Note field, if needed.
Click Save.
Review the receipt to confirm the payment type was updated correctly.
